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TD Private Client Wealth’s Zions Bancorporation ZION Stock Holding History

TD Private Client Wealth’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 		$338K Hold
4,879
– – 0.01% 576
2026
Q1 		$281K Buy
4,879
+422
+9% +$24.9K 0.01% 582
2025
Q4 		$261K Sell
4,457
-217
-5% -$11.8K 0.01% 606
2025
Q3 		$264K Sell
4,674
-431
-8% -$24K 0.01% 606
2025
Q2 		$265K Buy
5,105
+1,455
+40% +$68.3K 0.01% 578
2025
Q1 		$182K Buy
3,650
+881
+32% +$47.4K 0.01% 618
2024
Q4 		$150K Sell
2,769
-68
-2% -$3.73K ﹤0.01% 653
2024
Q3 		$134K Buy
2,837
+375
+15% +$17.8K ﹤0.01% 677
2024
Q2 		$107K Sell
2,462
-1,222
-33% -$51.6K ﹤0.01% 682
2024
Q1 		$160K Sell
3,684
-815
-18% -$33.6K 0.01% 625
2023
Q4 		$197K Buy
4,499
+1,898
+73% +$68.6K 0.01% 570
2023
Q3 		$90.7K Buy
2,601
+29
+1% +$1.01K ﹤0.01% 666
2023
Q2 		$69.1K Buy
2,572
+1,482
+136% +$41.1K ﹤0.01% 721
2023
Q1 		$32.6K Buy
1,090
+67
+7% +$3.07K ﹤0.01% 856
2022
Q4 		$50.3K Sell
1,023
-266
-21% -$13.3K ﹤0.01% 746
2022
Q3 		$65.6K Hold
1,289
– – ﹤0.01% 683
2022
Q2 		$65.6K Sell
1,289
-293
-19% -$16.7K ﹤0.01% 677
2022
Q1 		$104K Buy
1,582
+85
+6% +$5.82K ﹤0.01% 634
2021
Q4 		$94.6K Sell
1,497
-581
-28% -$37.1K ﹤0.01% 646
2021
Q3 		$129K Buy
2,078
+9
+0.4% +$494 0.01% 592
2021
Q2 		$109K Buy
2,069
+8
+0.4% +$448 ﹤0.01% 608
2021
Q1 		$113K Sell
2,061
-94
-4% -$4.84K 0.01% 581
2020
Q4 		$93.6K Sell
2,155
-95
-4% -$3.51K ﹤0.01% 563
2020
Q3 		$65.7K Sell
2,250
-915
-29% -$29.5K ﹤0.01% 570
2020
Q2 		$108K Buy
3,165
+609
+24% +$19.3K 0.01% 513
2020
Q1 		$68.4K Buy
2,556
+850
+50% +$35K ﹤0.01% 541
2019
Q4 		$88.6K Buy
+1,706
New +$82.8K 0.01% 533

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

TD Private Client Wealth's ZION Position: Q2 2026 in Review

TD Private Client Wealth held its Zions Bancorporation (ZION) position steady in Q2 2026 at 4,879 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #576.

TD Private Client Wealth first reported a position in ZION in Q4 2019 and has held it in 27 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • TD Private Client Wealth held 4,879 shares of Zions Bancorporation worth $338K as of Q2 2026.
  • TD Private Client Wealth left its Zions Bancorporation share count unchanged in Q2 2026.
  • Zions Bancorporation made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #576 holding.
  • TD Private Client Wealth first reported a position in Zions Bancorporation in Q4 2019 and has held it in 27 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.