United Capital Financial Advisors’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $661K | Sell |
9,559
-511
| -5% | -$32.2K | ﹤0.01% | 986 |
|
|
2026
Q1 | $580K | Sell |
10,070
-888
| -8% | -$52.3K | ﹤0.01% | 991 |
|
|
2025
Q4 | $641K | Buy |
10,958
+496
| +5% | +$27K | ﹤0.01% | 879 |
|
|
2025
Q3 | $592K | Sell |
10,462
-90
| -0.9% | -$5.01K | ﹤0.01% | 807 |
|
|
2025
Q2 | $548K | Buy |
10,552
+1,331
| +14% | +$62.4K | ﹤0.01% | 758 |
|
|
2025
Q1 | $460K | Sell |
9,221
-41
| -0.4% | -$2.21K | ﹤0.01% | 772 |
|
|
2024
Q4 | $502K | Sell |
9,262
-579
| -6% | -$31.7K | ﹤0.01% | 734 |
|
|
2024
Q3 | $465K | Sell |
9,841
-171
| -2% | -$8.1K | ﹤0.01% | 747 |
|
|
2024
Q2 | $434K | Sell |
10,012
-1,578
| -14% | -$66.6K | ﹤0.01% | 739 |
|
|
2024
Q1 | $503K | Sell |
11,590
-830
| -7% | -$34.2K | ﹤0.01% | 735 |
|
|
2023
Q4 | $545K | Buy |
+12,420
| New | +$449K | ﹤0.01% | 703 |
|
|
2022
Q2 | – | Sell |
-16,296
| Closed | -$1.07M | – | 1203 |
|
|
2022
Q1 | $1.07M | Buy |
+16,296
| New | +$1.11M | 0.01% | 654 |
|
|
2021
Q4 | – | Sell |
-17,774
| Closed | -$1.1M | – | 1247 |
|
|
2021
Q3 | $1.1M | Buy |
17,774
+436
| +3% | +$24K | 0.01% | 653 |
|
|
2021
Q2 | $916K | Sell |
17,338
-9
| -0.1% | -$504 | ﹤0.01% | 719 |
|
|
2021
Q1 | $953K | Sell |
17,347
-3,755
| -18% | -$193K | 0.01% | 685 |
|
|
2020
Q4 | $917K | Buy |
21,102
+35
| +0.2% | +$1.29K | 0.01% | 695 |
|
|
2020
Q3 | $616K | Buy |
21,067
+1,308
| +7% | +$42.2K | ﹤0.01% | 777 |
|
|
2020
Q2 | $672K | Sell |
19,759
-168
| -0.8% | -$5.32K | ﹤0.01% | 766 |
|
|
2020
Q1 | $533K | Sell |
19,927
-7,470
| -27% | -$308K | ﹤0.01% | 791 |
|
|
2019
Q4 | $1.42M | Buy |
+27,397
| New | +$1.33M | 0.01% | 679 |
|
|
2019
Q3 | – | Sell |
-17,337
| Closed | -$797K | – | 1508 |
|
|
2019
Q2 | $797K | Sell |
17,337
-132,298
| -88% | -$6.12M | 0.01% | 886 |
|
|
2019
Q1 | $6.79M | Buy |
149,635
+132,606
| +779% | +$6.33M | 0.05% | 353 |
|
|
2018
Q4 | $694K | Sell |
17,029
-8,099
| -32% | -$378K | 0.01% | 812 |
|
|
2018
Q3 | $1.26M | Sell |
25,128
-1,458
| -5% | -$77K | 0.01% | 715 |
|
|
2018
Q2 | $1.4M | Sell |
26,586
-909
| -3% | -$50.2K | 0.01% | 675 |
|
|
2018
Q1 | $1.45M | Sell |
27,495
-534
| -2% | -$28.7K | 0.01% | 677 |
|
|
2017
Q4 | $1.43M | Sell |
28,029
-4,403
| -14% | -$211K | 0.01% | 698 |
|
|
2017
Q3 | $1.53M | Sell |
32,432
-3,339
| -9% | -$149K | 0.01% | 647 |
|
|
2017
Q2 | $1.57M | Buy |
+35,771
| New | +$1.47M | 0.01% | 638 |
|
Other funds holding ZION
United Capital Financial Advisors's ZION Position: Q2 2026 in Review
United Capital Financial Advisors reduced its Zions Bancorporation (ZION) stake by 5.1% in Q2 2026, selling an estimated $32.2K and leaving 9,559 shares worth $661K. The position accounts for ﹤0.01% of the portfolio, ranked #986.
United Capital Financial Advisors first reported a position in ZION in Q2 2017 and has held it in 29 quarters since. The position peaked at $6.79M in Q1 2019. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.
- United Capital Financial Advisors held 9,559 shares of Zions Bancorporation worth $661K as of Q2 2026.
- United Capital Financial Advisors sold 511 Zions Bancorporation shares in Q2 2026, an estimated $32.2K.
- Zions Bancorporation made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #986 holding.
- United Capital Financial Advisors first reported a position in Zions Bancorporation in Q2 2017 and has held it in 29 quarters since.
- United Capital Financial Advisors's Zions Bancorporation position peaked at $6.79M in Q1 2019.
- 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.