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
Q2 		$5.57M Buy
78,863
+14,808
+23% +$934K 0.01% 948
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

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 $3.37T AUM 44.26% 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

Wealth Enhancement Advisory Services's ZION Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Zions Bancorporation (ZION) stake by 23% in Q2 2026, buying an estimated $934K and bringing the position to 78,863 shares worth $5.57M. The position accounts for 0.01% of the portfolio, ranked #948.

Wealth Enhancement Advisory Services first reported a position in ZION in Q3 2023 and has held it in 12 quarters since. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Wealth Enhancement Advisory Services held 78,863 shares of Zions Bancorporation worth $5.57M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 14,808 Zions Bancorporation shares in Q2 2026, an estimated $934K.
  • Zions Bancorporation made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #948 holding.
  • Wealth Enhancement Advisory Services first reported a position in Zions Bancorporation in Q3 2023 and has held it in 12 quarters since.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.