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Stratos Wealth Partners’s Zions Bancorporation ZION Stock Holding History

Stratos Wealth Partners’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 		$448K Sell
6,478
-1,199
-16% -$75.6K ﹤0.01% 1197
2026
Q1 		$442K Sell
7,677
-209
-3% -$12.3K 0.01% 1117
2025
Q4 		$462K Buy
7,886
+240
+3% +$13.1K 0.01% 1079
2025
Q3 		$433K Sell
7,646
-106
-1% -$5.9K 0.01% 1080
2025
Q2 		$403K Sell
7,752
-466
-6% -$21.9K 0.01% 1014
2025
Q1 		$410K Sell
8,218
-1,272
-13% -$68.5K 0.01% 964
2024
Q4 		$515K Sell
9,490
-2,356
-20% -$129K 0.01% 926
2024
Q3 		$559K Sell
11,846
-846
-7% -$40.1K 0.01% 899
2024
Q2 		$550K Sell
12,692
-10,401
-45% -$439K 0.01% 870
2024
Q1 		$1M Buy
23,093
+2,347
+11% +$96.8K 0.02% 643
2023
Q4 		$910K Buy
20,746
+2,262
+12% +$81.7K 0.02% 663
2023
Q3 		$645K Sell
18,484
-3,783
-17% -$132K 0.01% 726
2023
Q2 		$598K Buy
+22,267
New +$618K 0.01% 703
2022
Q3 		– Sell
-6,586
Closed -$335K – 1240
2022
Q2 		$335K Sell
6,586
-155
-2% -$8.81K 0.01% 886
2022
Q1 		$442K Buy
+6,741
New +$461K 0.01% 857
2018
Q4 		– Sell
-1,523
Closed -$76K – 2554
2018
Q3 		$76K Buy
+1,523
New +$80.4K ﹤0.01% 1265
2018
Q2 		– Sell
-1,024
Closed -$54K – 2633
2018
Q1 		$54K Sell
1,024
-400
-28% -$21.5K ﹤0.01% 1538
2017
Q4 		$72K Buy
+1,424
New +$68.2K ﹤0.01% 1340

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

Stratos Wealth Partners's ZION Position: Q2 2026 in Review

Stratos Wealth Partners reduced its Zions Bancorporation (ZION) stake by 16% in Q2 2026, selling an estimated $75.6K and leaving 6,478 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Stratos Wealth Partners first reported a position in ZION in Q4 2017 and has held it in 18 quarters since. The position peaked at $1M in Q1 2024. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Stratos Wealth Partners held 6,478 shares of Zions Bancorporation worth $448K as of Q2 2026.
  • Stratos Wealth Partners sold 1,199 Zions Bancorporation shares in Q2 2026, an estimated $75.6K.
  • Zions Bancorporation made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1197 holding.
  • Stratos Wealth Partners first reported a position in Zions Bancorporation in Q4 2017 and has held it in 18 quarters since.
  • Stratos Wealth Partners's Zions Bancorporation position peaked at $1M in Q1 2024.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

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