Zions Bancorporation, National Association’s Ubiquiti UI Stock Holding History

Zions Bancorporation, National Association’s Portfolio UI Stock Details UI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.34K	Buy	+10	New	+$7.54K	﹤0.01%	1061

Other funds holding UI

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

CAM

Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

IPW

Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

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

Zions Bancorporation, National Association opened a new position in Ubiquiti (UI) in Q2 2026: 10 shares worth $5.34K. The stake represents ﹤0.01% of the portfolio and ranks #1061 among its holdings.

97 funds tracked by Wall St. Rank hold UI as of Q2 2026.

Zions Bancorporation, National Association held 10 shares of Ubiquiti worth $5.34K as of Q2 2026.
Ubiquiti was a new Zions Bancorporation, National Association position in Q2 2026.
Ubiquiti made up ﹤0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #1061 holding.
97 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

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