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Whipplewood Advisors’s Zions Bancorporation ZION Stock Holding History

Whipplewood 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 		– Sell
-2,083
Closed -$120K – 1046
2026
Q1 		$120K Buy
2,083
+71
+4% +$4.18K 0.06% 169
2025
Q4 		$118K Buy
2,012
+12
+0.6% +$653 0.08% 148
2025
Q3 		$113K Sell
2,000
-118
-6% -$6.57K 0.07% 145
2025
Q2 		$110K Sell
2,118
-99
-4% -$4.64K 0.06% 224
2025
Q1 		$106K Buy
2,217
+96
+5% +$5.17K 0.06% 217
2024
Q4 		$115K Buy
+2,121
New +$116K 0.07% 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 $3.37T 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

Whipplewood Advisors's ZION Position: Q2 2026 in Review

Whipplewood Advisors sold out of Zions Bancorporation (ZION) in Q2 2026, closing a stake of 2,083 shares — an estimated $120K sold.

Whipplewood Advisors first reported a position in ZION in Q4 2024 and held it in 6 quarters. The position peaked at $120K in Q1 2026. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Whipplewood Advisors reported no remaining Zions Bancorporation position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 2,083 Zions Bancorporation shares in Q2 2026, an estimated $120K.
  • Whipplewood Advisors first reported a position in Zions Bancorporation in Q4 2024 and held it in 6 quarters.
  • Whipplewood Advisors's Zions Bancorporation position peaked at $120K in Q1 2026.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.