Capital Advisors Ltd
ZION icon

Capital Advisors Ltd’s Zions Bancorporation ZION Stock Holding History

Capital Advisors Ltd’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 		$5K Buy
82
+53
+183% +$3.64K ﹤0.01% 1078
2026
Q2 		$2K Hold
29
– – ﹤0.01% 1157
2026
Q1 		$2K Hold
29
– – ﹤0.01% 1137
2025
Q4 		$2K Hold
29
– – ﹤0.01% 1117
2025
Q3 		$2K Hold
29
– – ﹤0.01% 1115
2025
Q2 		$2K Sell
29
-10
-26% -$469 ﹤0.01% 1120
2025
Q1 		$2K Hold
39
– – ﹤0.01% 1106
2024
Q4 		$2K Hold
39
– – ﹤0.01% 1128
2024
Q3 		$2K Hold
39
– – ﹤0.01% 1122
2024
Q2 		$2K Sell
39
-2
-5% -$84 ﹤0.01% 1099
2024
Q1 		$2K Buy
41
+21
+105% +$866 ﹤0.01% 1095
2023
Q4 		$1K Hold
20
– – ﹤0.01% 1248
2023
Q3 		$1K Hold
20
– – ﹤0.01% 1239
2023
Q2 		$1K Buy
+20
New +$555 ﹤0.01% 1246
2023
Q1 		– Sell
-55
Closed -$3K – 1600
2022
Q4 		$3K Buy
55
+27
+96% +$1.35K ﹤0.01% 810
2022
Q3 		$1K Buy
+28
New +$1.53K ﹤0.01% 1163
2022
Q2 		– Sell
-7
Closed – – 1374
2022
Q1 		$0 Buy
+7
New +$479 ﹤0.01% 1254

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
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 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
Convergence Investment Partners
Convergence Investment Partners Palm Beach Gardens, Florida $1.35B AUM 71.9% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Capital Advisors Ltd's ZION Position: Q3 2026 in Review

Capital Advisors Ltd increased its Zions Bancorporation (ZION) stake by 183% in Q3 2026, buying an estimated $3.64K and bringing the position to 82 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Capital Advisors Ltd first reported a position in ZION in Q1 2022 and has held it in 17 quarters since. 195 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Capital Advisors Ltd held 82 shares of Zions Bancorporation worth $5K as of Q3 2026.
  • Capital Advisors Ltd bought 53 Zions Bancorporation shares in Q3 2026, an estimated $3.64K.
  • Zions Bancorporation made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #1078 holding.
  • Capital Advisors Ltd first reported a position in Zions Bancorporation in Q1 2022 and has held it in 17 quarters since.
  • 195 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.