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Twin Peaks Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-165
Closed -$9.51K – 2283
2026
Q1 		$9.51K Buy
+165
New +$9.72K ﹤0.01% 1095
2025
Q3 		– Sell
-148
Closed -$7.87K – 2208
2025
Q2 		$7.87K Buy
+148
New +$6.94K ﹤0.01% 1062

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

Twin Peaks Wealth Advisors's ZION Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Zions Bancorporation (ZION) in Q2 2026, closing a stake of 165 shares — an estimated $9.51K sold.

Twin Peaks Wealth Advisors first reported a position in ZION in Q2 2025 and held it in 2 quarters. The position peaked at $9.51K in Q1 2026. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Zions Bancorporation position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 165 Zions Bancorporation shares in Q2 2026, an estimated $9.51K.
  • Twin Peaks Wealth Advisors first reported a position in Zions Bancorporation in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Zions Bancorporation position peaked at $9.51K in Q1 2026.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.