Up Strategic Wealth Investment Advisors »

Zions Bancorporation shares owned by Up Strategic Wealth Investment Advisors

Quarter-by-quarter ownership of Zions Bancorporation (ZION) shares owned by Up Strategic Wealth Investment Advisors from 13F filings

Historical chart of Up Strategic Wealth Investment Advisors investment in Zions Bancorporation

Tip: Access up to 7 years of quarterly data

All positions including Zions Bancorporation held by Up Strategic Wealth Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Zions Bancorporation by Up Strategic Wealth Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $208k 2.9k 71.70

More positions owned by Up Strategic Wealth Investment Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Rus 1000 Etf (IWB)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Us Larg Vect Etf (DFVX)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Micron Technology (MU)
Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for Up Strategic Wealth Investment Advisors

Top funds holding Zions Bancorporation

BlackRock
Vanguard Portfolio Management
Dimensional Fund Advisors
Vanguard Capital Management
LSV Asset Management
Geode Capital Management
Two Sigma Investments
Hanna Zanoni
Fiduciary Management
AQR Capital Management
First Trust Advisors
Goldman Sachs Group
Mackenzie Financial
Norges Bank Investment Management
Arrowstreet Capital, Limited Partnership

View all funds holding Zions Bancorporation