FFA
ZION icon

Farther Finance Advisors’s Zions Bancorporation ZION Stock Holding History

Farther Finance 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 		$1.38M Buy
22,075
+3,751
+20% +$258K 0.01% 960
2026
Q2 		$1.27M Sell
18,324
-167
-0.9% -$10.5K 0.01% 957
2026
Q1 		$1.08M Buy
18,491
+386
+2% +$22.7K 0.01% 913
2025
Q4 		$1.06M Sell
18,105
-32
-0.2% -$1.74K 0.01% 860
2025
Q3 		$1.03M Sell
18,137
-150
-0.8% -$8.35K 0.02% 713
2025
Q2 		$950K Buy
18,287
+134
+0.7% +$6.29K 0.02% 615
2025
Q1 		$898K Buy
18,153
+1,980
+12% +$107K 0.02% 554
2024
Q4 		$877K Sell
16,173
-227
-1% -$12.4K 0.03% 403
2024
Q3 		$774K Sell
16,400
-872
-5% -$41.3K 0.03% 430
2024
Q2 		$748K Buy
17,272
+1,008
+6% +$42.5K 0.04% 366
2024
Q1 		$699K Buy
16,264
+931
+6% +$38.4K 0.04% 318
2023
Q4 		$673K Buy
15,333
+1,005
+7% +$36.3K 0.05% 298
2023
Q3 		$500K Buy
14,328
+162
+1% +$5.65K 0.08% 206
2023
Q2 		$380K Buy
14,166
+9,287
+190% +$258K 0.08% 200
2023
Q1 		$146K Buy
4,879
+4,677
+2,315% +$214K 0.04% 313
2022
Q4 		$9.93K Buy
+202
New +$10.1K ﹤0.01% 941

Other funds holding ZION

DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Farther Finance Advisors's ZION Position: Q3 2026 in Review

Farther Finance Advisors increased its Zions Bancorporation (ZION) stake by 20% in Q3 2026, buying an estimated $258K and bringing the position to 22,075 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #960.

Farther Finance Advisors first reported a position in ZION in Q4 2022 and has held it in 16 quarters since. 23 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Farther Finance Advisors held 22,075 shares of Zions Bancorporation worth $1.38M as of Q3 2026.
  • Farther Finance Advisors bought 3,751 Zions Bancorporation shares in Q3 2026, an estimated $258K.
  • Zions Bancorporation made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #960 holding.
  • Farther Finance Advisors first reported a position in Zions Bancorporation in Q4 2022 and has held it in 16 quarters since.
  • 23 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.