Cassaday & Co Wealth Management
ZION icon

Cassaday & Co Wealth Management’s Zions Bancorporation ZION Stock Holding History

Cassaday & Co Wealth Management’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 		– Sell
-3
Closed -$208 – 1483
2026
Q2 		$208 Sell
3
-190
-98% -$12K ﹤0.01% 1217
2026
Q1 		$11.1K Buy
+193
New +$11.4K ﹤0.01% 874

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Cassaday & Co Wealth Management's ZION Position: Q3 2026 in Review

Cassaday & Co Wealth Management sold out of Zions Bancorporation (ZION) in Q3 2026, closing a stake of 3 shares — an estimated $208 sold.

Cassaday & Co Wealth Management first reported a position in ZION in Q1 2026 and held it in 2 quarters. The position peaked at $11.1K in Q1 2026. 509 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Cassaday & Co Wealth Management reported no remaining Zions Bancorporation position as of Q3 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 3 Zions Bancorporation shares in Q3 2026, an estimated $208.
  • Cassaday & Co Wealth Management first reported a position in Zions Bancorporation in Q1 2026 and held it in 2 quarters.
  • Cassaday & Co Wealth Management's Zions Bancorporation position peaked at $11.1K in Q1 2026.
  • 509 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.