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Spire Wealth Management’s Zions Bancorporation ZION Stock Holding History

Spire 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 		$1.52K Hold
22
– – ﹤0.01% 2062
2026
Q1 		$1.27K Hold
22
– – ﹤0.01% 2106
2025
Q4 		$1.29K Hold
22
– – ﹤0.01% 2158
2025
Q3 		$1.25K Sell
22
-97
-82% -$5.4K ﹤0.01% 2236
2025
Q2 		$6.18K Sell
119
-46
-28% -$2.16K ﹤0.01% 1884
2025
Q1 		$8.23K Sell
165
-4
-2% -$215 ﹤0.01% 1897
2024
Q4 		$9.17K Sell
169
-400
-70% -$21.9K ﹤0.01% 1857
2024
Q3 		$26.9K Hold
569
– – ﹤0.01% 1345
2024
Q2 		$24.7K Sell
569
-820
-59% -$34.6K ﹤0.01% 1368
2024
Q1 		$60.3K Sell
1,389
-192
-12% -$7.92K ﹤0.01% 1154
2023
Q4 		$65.8K Sell
1,581
-214
-12% -$7.73K ﹤0.01% 1111
2023
Q3 		$62.6K Sell
1,795
-3,355
-65% -$117K ﹤0.01% 1090
2023
Q2 		$138K Buy
5,150
+4,100
+390% +$114K 0.01% 850
2023
Q1 		$31.4K Buy
+1,050
New +$48.1K ﹤0.01% 1412
2022
Q1 		– Sell
-58
Closed -$4K – 2921
2021
Q4 		$4K Buy
+58
New +$3.7K ﹤0.01% 2656
2021
Q2 		– Sell
-58
Closed -$3K – 3004
2021
Q1 		$3K Buy
+58
New +$2.99K ﹤0.01% 2789

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

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

Spire Wealth Management held its Zions Bancorporation (ZION) position steady in Q2 2026 at 22 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2062.

Spire Wealth Management first reported a position in ZION in Q1 2021 and has held it in 16 quarters since. The position peaked at $138K in Q2 2023. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Spire Wealth Management held 22 shares of Zions Bancorporation worth $1.52K as of Q2 2026.
  • Spire Wealth Management left its Zions Bancorporation share count unchanged in Q2 2026.
  • Zions Bancorporation made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2062 holding.
  • Spire Wealth Management first reported a position in Zions Bancorporation in Q1 2021 and has held it in 16 quarters since.
  • Spire Wealth Management's Zions Bancorporation position peaked at $138K in Q2 2023.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.