GA
ZION icon

GoalVest Advisory’s Zions Bancorporation ZION Stock Holding History

GoalVest Advisory’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 		$14.1K Buy
+225
New +$15.5K ﹤0.01% 375
2026
Q1 		– Sell
-344
Closed -$20.1K – 555
2025
Q4 		$20.1K Buy
+344
New +$18.7K ﹤0.01% 355
2025
Q2 		– Sell
-4
Closed -$199 – 542
2025
Q1 		$199 Buy
+4
New +$215 ﹤0.01% 451
2022
Q2 		– Sell
-26
Closed -$2K – 557
2022
Q1 		$2K Buy
+26
New +$1.78K ﹤0.01% 299

Other funds holding ZION

DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

GoalVest Advisory's ZION Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Zions Bancorporation (ZION) in Q3 2026: 225 shares worth $14.1K. The stake represents ﹤0.01% of the portfolio and ranks #375 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in ZION as recently as Q4 2025.

GoalVest Advisory first reported a position in ZION in Q1 2022 and has held it in 4 quarters since. The position peaked at $20.1K in Q4 2025. 23 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • GoalVest Advisory held 225 shares of Zions Bancorporation worth $14.1K as of Q3 2026.
  • Zions Bancorporation was a new GoalVest Advisory position in Q3 2026.
  • Zions Bancorporation made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #375 holding.
  • GoalVest Advisory first reported a position in Zions Bancorporation in Q1 2022 and has held it in 4 quarters since.
  • GoalVest Advisory's Zions Bancorporation position peaked at $20.1K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.