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United Financial Planning Group’s Zions Bancorporation ZION Stock Holding History

United Financial Planning Group’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
-164
Closed -$9.45K – 542
2026
Q1 		$9.45K Buy
+164
New +$9.66K 0.01% 219

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 $3.38T AUM 44.17% 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

United Financial Planning Group's ZION Position: Q2 2026 in Review

United Financial Planning Group sold out of Zions Bancorporation (ZION) in Q2 2026, closing a stake of 164 shares — an estimated $9.45K sold.

United Financial Planning Group first reported a position in ZION in Q1 2026 and held it in 1 quarter. The position peaked at $9.45K in Q1 2026. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • United Financial Planning Group reported no remaining Zions Bancorporation position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 164 Zions Bancorporation shares in Q2 2026, an estimated $9.45K.
  • United Financial Planning Group first reported a position in Zions Bancorporation in Q1 2026 and held it in 1 quarter.
  • United Financial Planning Group's Zions Bancorporation position peaked at $9.45K in Q1 2026.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.