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Rialto Wealth Management’s Zions Bancorporation ZION Stock Holding History

Rialto Wealth Management’s Portfolio ZION Stock Details ZION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.6K Buy
52
+25
+93% +$1.58K ﹤0.01% 884
2026
Q1 		$1.56K Buy
27
+10
+59% +$589 ﹤0.01% 963
2025
Q4 		$996 Buy
17
+4
+31% +$218 ﹤0.01% 1002
2025
Q3 		$736 Buy
13
+4
+44% +$223 ﹤0.01% 1052
2025
Q2 		$468 Buy
+9
New +$422 ﹤0.01% 1191

Other funds holding ZION

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Rialto Wealth Management's ZION Position: Q2 2026 in Review

Rialto Wealth Management increased its Zions Bancorporation (ZION) stake by 93% in Q2 2026, buying an estimated $1.58K and bringing the position to 52 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Rialto Wealth Management first reported a position in ZION in Q2 2025 and has held it in 5 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Rialto Wealth Management held 52 shares of Zions Bancorporation worth $3.6K as of Q2 2026.
  • Rialto Wealth Management bought 25 Zions Bancorporation shares in Q2 2026, an estimated $1.58K.
  • Zions Bancorporation made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #884 holding.
  • Rialto Wealth Management first reported a position in Zions Bancorporation in Q2 2025 and has held it in 5 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.