Aaron Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

Aaron Wealth Advisors’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	$647K	Buy	10,323 +1,991	+24%	+$137K	0.03%	374
2026 Q2	$576K	Buy	8,332 +1,854	+29%	+$117K	0.03%	384
2026 Q1	$373K	Sell	6,478 -1,343	-17%	-$79.1K	0.02%	475
2025 Q4	$458K	Sell	7,821 -9,221	-54%	-$502K	0.03%	459
2025 Q3	$964K	Buy	17,042 +11,628	+215%	+$647K	0.06%	245
2025 Q2	$281K	Buy	5,414 +41	+0.8%	+$1.92K	0.03%	375
2025 Q1	$268K	Buy	5,373 +632	+13%	+$34K	0.03%	353
2024 Q4	$257K	Buy	+4,741	New	+$260K	0.03%	359

Other funds holding ZION

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Aaron Wealth Advisors's ZION Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Zions Bancorporation (ZION) stake by 24% in Q3 2026, buying an estimated $137K and bringing the position to 10,323 shares worth $647K. The position accounts for 0.03% of the portfolio, ranked #374.

Aaron Wealth Advisors first reported a position in ZION in Q4 2024 and has held it in 8 quarters since. The position peaked at $964K in Q3 2025. 140 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

Aaron Wealth Advisors held 10,323 shares of Zions Bancorporation worth $647K as of Q3 2026.
Aaron Wealth Advisors bought 1,991 Zions Bancorporation shares in Q3 2026, an estimated $137K.
Zions Bancorporation made up 0.03% of Aaron Wealth Advisors's portfolio in Q3 2026, its #374 holding.
Aaron Wealth Advisors first reported a position in Zions Bancorporation in Q4 2024 and has held it in 8 quarters since.
Aaron Wealth Advisors's Zions Bancorporation position peaked at $964K in Q3 2025.
140 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.