Wealth Enhancement Advisory Services
ZION icon

Wealth Enhancement Advisory Services’s Zions Bancorporation ZION Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.72M Buy
64,055
+1,456
+2% +$85.8K 0.01% 1050
2025
Q4 		$3.82M Buy
62,599
+2,431
+4% +$132K 0.01% 1159
2025
Q3 		$3.41M Buy
60,168
+3,278
+6% +$182K 0.01% 1151
2025
Q2 		$3.16M Sell
56,890
-14,046
-20% -$659K 0.01% 1122
2025
Q1 		$3.54M Buy
70,936
+27,001
+61% +$1.45M 0.01% 973
2024
Q4 		$2.38M Buy
43,935
+2,712
+7% +$149K ﹤0.01% 1092
2024
Q3 		$1.95M Buy
41,223
+348
+0.9% +$16.5K ﹤0.01% 1067
2024
Q2 		$1.77M Buy
40,875
+1,299
+3% +$54.8K ﹤0.01% 1033
2024
Q1 		$1.72M Sell
39,576
-861
-2% -$35.5K ﹤0.01% 1004
2023
Q4 		$1.77M Buy
40,437
+299
+0.7% +$10.8K 0.01% 941
2023
Q3 		$1.4M Buy
+40,138
New +$1.4M ﹤0.01% 979

Other funds holding ZION

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return