Superior Planning, LLC’s Zions Bancorporation ZION Stock Holding History

Superior Planning, LLC’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 Q3	$6.89K	Buy	+110	New	+$7.56K	﹤0.01%	1077

Other funds holding ZION

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Superior Planning, LLC's ZION Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Zions Bancorporation (ZION) in Q3 2026: 110 shares worth $6.89K. The stake represents ﹤0.01% of the portfolio and ranks #1077 among its holdings.

431 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

Superior Planning, LLC held 110 shares of Zions Bancorporation worth $6.89K as of Q3 2026.
Zions Bancorporation was a new Superior Planning, LLC position in Q3 2026.
Zions Bancorporation made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1077 holding.
431 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.