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Valued Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

Valued 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
Q2 		$12.2K Buy
176
+2
+1% +$126 ﹤0.01% 279
2026
Q1 		$10K Buy
174
+108
+164% +$6.36K ﹤0.01% 291
2025
Q4 		$3.88K Buy
66
+40
+154% +$2.18K ﹤0.01% 330
2025
Q3 		$1.46K Sell
26
-59
-69% -$3.28K ﹤0.01% 409
2025
Q2 		$4.43K Hold
85
– – ﹤0.01% 297
2025
Q1 		$4.21K Buy
85
+1
+1% +$54 ﹤0.01% 329
2024
Q4 		$4.55K Sell
84
-4
-5% -$219 ﹤0.01% 311
2024
Q3 		$4.17K Hold
88
– – ﹤0.01% 303
2024
Q2 		$3.8K Buy
88
+14
+19% +$591 ﹤0.01% 298
2024
Q1 		$3.21K Sell
74
-8
-10% -$330 ﹤0.01% 298
2023
Q4 		$2.86K Buy
+82
New +$2.96K ﹤0.01% 265

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

Valued Wealth Advisors's ZION Position: Q2 2026 in Review

Valued Wealth Advisors increased its Zions Bancorporation (ZION) stake by 1.1% in Q2 2026, buying an estimated $126 and bringing the position to 176 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Valued Wealth Advisors first reported a position in ZION in Q4 2023 and has held it in 11 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Valued Wealth Advisors held 176 shares of Zions Bancorporation worth $12.2K as of Q2 2026.
  • Valued Wealth Advisors bought 2 Zions Bancorporation shares in Q2 2026, an estimated $126.
  • Zions Bancorporation made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #279 holding.
  • Valued Wealth Advisors first reported a position in Zions Bancorporation in Q4 2023 and has held it in 11 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.