Planning Strategies Inc.’s Zions Bancorporation ZION Stock Holding History

Planning Strategies Inc.’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	$1.31K	Buy	+19	New	+$1.2K	﹤0.01%	695

Other funds holding ZION

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Planning Strategies Inc.'s ZION Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Zions Bancorporation (ZION) in Q2 2026: 19 shares worth $1.31K. The stake represents ﹤0.01% of the portfolio and ranks #695 among its holdings.

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

Planning Strategies Inc. held 19 shares of Zions Bancorporation worth $1.31K as of Q2 2026.
Zions Bancorporation was a new Planning Strategies Inc. position in Q2 2026.
Zions Bancorporation made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #695 holding.
178 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.