UP Strategic Wealth Investment Advisors’s Zions Bancorporation ZION Stock Holding History

UP Strategic Wealth Investment 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	$208K	Buy	+2,906	New	+$183K	0.12%	97

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

UP Strategic Wealth Investment Advisors's ZION Position: Q2 2026 in Review

UP Strategic Wealth Investment Advisors opened a new position in Zions Bancorporation (ZION) in Q2 2026: 2,906 shares worth $208K. The stake represents 0.12% of the portfolio and ranks #97 among its holdings.

598 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

UP Strategic Wealth Investment Advisors held 2,906 shares of Zions Bancorporation worth $208K as of Q2 2026.
Zions Bancorporation was a new UP Strategic Wealth Investment Advisors position in Q2 2026.
Zions Bancorporation made up 0.12% of UP Strategic Wealth Investment Advisors's portfolio in Q2 2026, its #97 holding.
598 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.