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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Twin Peaks Wealth Advisors's ZION Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Zions Bancorporation (ZION) in Q1 2026: 165 shares worth $9.51K. The stake represents ﹤0.01% of the portfolio and ranks #1095 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ZION as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ZION in Q2 2025 and has held it in 2 quarters since. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Twin Peaks Wealth Advisors held 165 shares of Zions Bancorporation worth $9.51K as of Q1 2026.
  • Zions Bancorporation was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Zions Bancorporation made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1095 holding.
  • Twin Peaks Wealth Advisors first reported a position in Zions Bancorporation in Q2 2025 and has held it in 2 quarters since.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.