Global Financial Private Client
ZION icon

Global Financial Private Client’s Zions Bancorporation ZION Stock Holding History

Global Financial Private Client’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 		$1.91M Buy
30,409
+141
+0.5% +$9.7K 0.53% 53
2026
Q2 		$2.09M Buy
30,268
+597
+2% +$37.6K 0.57% 47
2026
Q1 		$1.71M Buy
29,671
+1,304
+5% +$76.8K 0.56% 50
2025
Q4 		$1.66M Sell
28,367
-5,523
-16% -$301K 0.58% 48
2025
Q3 		$1.92M Sell
33,890
-716
-2% -$39.8K 0.68% 43
2025
Q2 		$1.8M Buy
34,606
+561
+2% +$26.3K 0.67% 37
2025
Q1 		$1.7M Buy
34,045
+544
+2% +$29.3K 0.65% 38
2024
Q4 		$1.82M Buy
33,501
+429
+1% +$23.5K 0.68% 33
2024
Q3 		$1.56M Sell
33,072
-215
-0.6% -$10.2K 0.61% 38
2024
Q2 		$1.44M Sell
33,287
-685
-2% -$28.9K 0.6% 44
2024
Q1 		$1.46M Sell
33,972
-112
-0.3% -$4.62K 0.63% 39
2023
Q4 		$1.5M Buy
34,084
+11,080
+48% +$400K 0.7% 30
2023
Q3 		$770K Sell
23,004
-19,476
-46% -$679K 0.4% 66
2023
Q2 		$1.2M Buy
42,480
+13,626
+47% +$378K 0.59% 45
2023
Q1 		$840K Buy
28,854
+13,969
+94% +$639K 0.43% 56
2022
Q4 		$732K Sell
14,885
-4,882
-25% -$244K 0.41% 57
2022
Q3 		$1.03M Buy
19,767
+550
+3% +$30.1K 0.59% 40
2022
Q2 		$987K Buy
19,217
+557
+3% +$31.7K 0.56% 44
2022
Q1 		$1.2M Buy
18,660
+1,656
+10% +$113K 0.58% 38
2021
Q4 		$1.07M Buy
17,004
+567
+3% +$36.2K 0.52% 44
2021
Q3 		$1.05M Buy
16,437
+843
+5% +$46.3K 0.54% 45
2021
Q2 		$839K Buy
15,594
+5,063
+48% +$284K 0.47% 55
2021
Q1 		$584K Buy
10,531
+1,301
+14% +$67K 0.42% 60
2020
Q4 		$401K Sell
9,230
-443
-5% -$16.4K 0.32% 67
2020
Q3 		$282K Sell
9,673
-113
-1% -$3.64K 0.24% 78
2020
Q2 		$319K Buy
9,786
+8,786
+879% +$278K 0.28% 77
2020
Q1 		$25.3K Buy
+1,000
New +$41.2K 0.03% 280

Other funds holding ZION

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Global Financial Private Client's ZION Position: Q3 2026 in Review

Global Financial Private Client increased its Zions Bancorporation (ZION) stake by 0.47% in Q3 2026, buying an estimated $9.7K and bringing the position to 30,409 shares worth $1.91M. The position accounts for 0.53% of the portfolio, ranked #53.

Global Financial Private Client first reported a position in ZION in Q1 2020 and has held it in 27 quarters since. The position peaked at $2.09M in Q2 2026. 312 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Global Financial Private Client held 30,409 shares of Zions Bancorporation worth $1.91M as of Q3 2026.
  • Global Financial Private Client bought 141 Zions Bancorporation shares in Q3 2026, an estimated $9.7K.
  • Zions Bancorporation made up 0.53% of Global Financial Private Client's portfolio in Q3 2026, its #53 holding.
  • Global Financial Private Client first reported a position in Zions Bancorporation in Q1 2020 and has held it in 27 quarters since.
  • Global Financial Private Client's Zions Bancorporation position peaked at $2.09M in Q2 2026.
  • 312 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.