Financial Management Professionals’s Zions Bancorporation ZION Stock Holding History

Financial Management Professionals’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	$313	Hold	5	–	–	﹤0.01%	977
2026 Q2	$346	Hold	5	–	–	﹤0.01%	988
2026 Q1	$288	Hold	5	–	–	﹤0.01%	921
2025 Q4	$293	Hold	5	–	–	﹤0.01%	926
2025 Q3	$283	Hold	5	–	–	﹤0.01%	907
2025 Q2	$260	Buy	+5	New	+$235	﹤0.01%	966
2017 Q3	–	Sell	-500	Closed	-$21K	–	273
2017 Q2	$21K	Hold	500	–	–	0.01%	117
2017 Q1	$21K	Buy	+500	New	+$21.7K	0.01%	119

Other funds holding ZION

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Financial Management Professionals's ZION Position: Q3 2026 in Review

Financial Management Professionals held its Zions Bancorporation (ZION) position steady in Q3 2026 at 5 shares worth $313. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Financial Management Professionals first reported a position in ZION in Q1 2017 and has held it in 8 quarters since. The position peaked at $21K in Q2 2017. 125 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

Financial Management Professionals held 5 shares of Zions Bancorporation worth $313 as of Q3 2026.
Financial Management Professionals left its Zions Bancorporation share count unchanged in Q3 2026.
Zions Bancorporation made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #977 holding.
Financial Management Professionals first reported a position in Zions Bancorporation in Q1 2017 and has held it in 8 quarters since.
Financial Management Professionals's Zions Bancorporation position peaked at $21K in Q2 2017.
125 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.