ZBNA
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Zions Bancorporation, National Association’s Unity U Stock Holding History

Zions Bancorporation, National Association’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.3K Buy
397
+10
+3% +$266 ﹤0.01% 885
2026
Q1 		$8.49K Buy
387
+7
+2% +$194 ﹤0.01% 893
2025
Q4 		$16.8K Buy
+380
New +$15.5K ﹤0.01% 754

Other funds holding U

BPIA
Broad Peak Investment Advisers Singapore $544M AUM 132.56% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Zions Bancorporation, National Association's U Position: Q2 2026 in Review

Zions Bancorporation, National Association increased its Unity (U) stake by 2.6% in Q2 2026, buying an estimated $266 and bringing the position to 397 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

Zions Bancorporation, National Association first reported a position in U in Q4 2025 and has held it in 3 quarters since. The position peaked at $16.8K in Q4 2025. 151 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Zions Bancorporation, National Association held 397 shares of Unity worth $11.3K as of Q2 2026.
  • Zions Bancorporation, National Association bought 10 Unity shares in Q2 2026, an estimated $266.
  • Unity made up ﹤0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #885 holding.
  • Zions Bancorporation, National Association first reported a position in Unity in Q4 2025 and has held it in 3 quarters since.
  • Zions Bancorporation, National Association's Unity position peaked at $16.8K in Q4 2025.
  • 151 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.