U.S. Capital Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

U.S. Capital 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	$490K	Buy	8,509 +3,365	+65%	+$198K	0.01%	681
2025 Q4	$301K	Sell	5,144 -33,487	-87%	-$1.82M	0.01%	802
2025 Q3	$2.19M	Buy	38,631 +33,973	+729%	+$1.89M	0.06%	309
2025 Q2	$242K	Buy	4,658 +10	+0.2%	+$469	0.01%	779
2025 Q1	$232K	Buy	+4,648	New	+$250K	0.01%	768
2023 Q1	–	Sell	-76	Closed	-$3.74K	–	1559
2022 Q4	$3.74K	Buy	+76	New	+$3.8K	﹤0.01%	1429

Other funds holding ZION

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

U.S. Capital Wealth Advisors's ZION Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Zions Bancorporation (ZION) stake by 65% in Q1 2026, buying an estimated $198K and bringing the position to 8,509 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #681.

U.S. Capital Wealth Advisors first reported a position in ZION in Q4 2022 and has held it in 6 quarters since. The position peaked at $2.19M in Q3 2025. 566 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

U.S. Capital Wealth Advisors held 8,509 shares of Zions Bancorporation worth $490K as of Q1 2026.
U.S. Capital Wealth Advisors bought 3,365 Zions Bancorporation shares in Q1 2026, an estimated $198K.
Zions Bancorporation made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #681 holding.
U.S. Capital Wealth Advisors first reported a position in Zions Bancorporation in Q4 2022 and has held it in 6 quarters since.
U.S. Capital Wealth Advisors's Zions Bancorporation position peaked at $2.19M in Q3 2025.
566 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.