Rothwell Investment Advisors, LLC’s Zions Bancorporation ZION Stock Holding History

Rothwell Investment Advisors, 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	$13.4K	Buy	+214	New	+$14.7K	0.01%	712

Other funds holding ZION

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

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

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

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Rothwell Investment Advisors, LLC's ZION Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Zions Bancorporation (ZION) in Q3 2026: 214 shares worth $13.4K. The stake represents 0.01% of the portfolio and ranks #712 among its holdings.

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

Rothwell Investment Advisors, LLC held 214 shares of Zions Bancorporation worth $13.4K as of Q3 2026.
Zions Bancorporation was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Zions Bancorporation made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #712 holding.
312 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.