Bailard
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Bailard’s Zions Bancorporation ZION Stock Holding History

Bailard’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 		$947K Hold
15,115
– – 0.02% 356
2026
Q2 		$1.05M Buy
15,115
+6,797
+82% +$429K 0.02% 352
2026
Q1 		$479K Buy
+8,318
New +$490K 0.01% 496
2025
Q4 		– Sell
-8,600
Closed -$487K – 893
2025
Q3 		$487K Buy
+8,600
New +$479K 0.01% 501
2023
Q4 		– Sell
-6,316
Closed -$220K – 822
2023
Q3 		$220K Buy
+6,316
New +$220K 0.01% 639
2023
Q1 		– Sell
-8,410
Closed -$413K – 803
2022
Q4 		$413K Buy
+8,410
New +$421K 0.02% 443

Other funds holding ZION

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 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
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Diversified Management
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
Global Financial Private Client
Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Bailard's ZION Position: Q3 2026 in Review

Bailard held its Zions Bancorporation (ZION) position steady in Q3 2026 at 15,115 shares worth $947K. The position accounts for 0.02% of the portfolio, ranked #356.

Bailard first reported a position in ZION in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.05M in Q2 2026. 86 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Bailard held 15,115 shares of Zions Bancorporation worth $947K as of Q3 2026.
  • Bailard left its Zions Bancorporation share count unchanged in Q3 2026.
  • Zions Bancorporation made up 0.02% of Bailard's portfolio in Q3 2026, its #356 holding.
  • Bailard first reported a position in Zions Bancorporation in Q4 2022 and has held it in 6 quarters since.
  • Bailard's Zions Bancorporation position peaked at $1.05M in Q2 2026.
  • 86 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.