Apella Capital
ZION icon

Apella Capital’s Zions Bancorporation ZION Stock Holding History

Apella Capital’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 		$465K Buy
7,505
+8
+0.1% +$550 0.01% 517
2026
Q2 		$530K Buy
7,497
+26
+0.3% +$1.64K 0.01% 465
2026
Q1 		$469K Buy
7,471
+42
+0.6% +$2.48K 0.01% 472
2025
Q4 		$435K Buy
7,429
+22
+0.3% +$1.2K 0.01% 382
2025
Q3 		$348K Buy
7,407
+58
+0.8% +$3.23K 0.01% 372
2025
Q2 		$405K Buy
7,349
+124
+2% +$5.82K 0.01% 321
2025
Q1 		$330K Sell
7,225
-57
-0.8% -$3.07K 0.01% 291
2024
Q4 		$395K Buy
7,282
+67
+0.9% +$3.67K 0.02% 252
2024
Q3 		$330K Buy
7,215
+11
+0.2% +$521 0.01% 260
2024
Q2 		$316K Hold
7,204
– – 0.01% 255
2024
Q1 		$314K Hold
7,204
– – 0.02% 240
2023
Q4 		$307K Sell
7,204
-5
-0.1% -$181 0.02% 237
2023
Q3 		$251K Buy
+7,209
New +$251K 0.02% 235
2022
Q4 		$359K Sell
7,309
-253
-3% -$12.7K 0.03% 175
2022
Q3 		$385K Sell
7,562
-5,400
-42% -$295K 0.04% 154
2022
Q2 		$660K Buy
12,962
+7,501
+137% +$426K 0.08% 117
2022
Q1 		$358K Buy
+5,461
New +$374K 0.05% 149

Other funds holding ZION

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Apella Capital's ZION Position: Q3 2026 in Review

Apella Capital increased its Zions Bancorporation (ZION) stake by 0.11% in Q3 2026, buying an estimated $550 and bringing the position to 7,505 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #517.

Apella Capital first reported a position in ZION in Q1 2022 and has held it in 17 quarters since. The position peaked at $660K in Q2 2022. 125 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Apella Capital held 7,505 shares of Zions Bancorporation worth $465K as of Q3 2026.
  • Apella Capital bought 8 Zions Bancorporation shares in Q3 2026, an estimated $550.
  • Zions Bancorporation made up 0.01% of Apella Capital's portfolio in Q3 2026, its #517 holding.
  • Apella Capital first reported a position in Zions Bancorporation in Q1 2022 and has held it in 17 quarters since.
  • Apella Capital's Zions Bancorporation position peaked at $660K in Q2 2022.
  • 125 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.