Mather Group
ZION icon

Mather Group’s Zions Bancorporation ZION Stock Holding History

Mather Group’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 		$448K Buy
7,152
+106
+2% +$7.28K ﹤0.01% 569
2026
Q2 		$488K Buy
7,046
+1
+0% +$63 ﹤0.01% 542
2026
Q1 		$406K Sell
7,045
-392
-5% -$23.1K ﹤0.01% 548
2025
Q4 		$435K Buy
7,437
+2,729
+58% +$149K ﹤0.01% 441
2025
Q3 		$266K Sell
4,708
-1
-0% -$56 ﹤0.01% 545
2025
Q2 		$245K Sell
4,709
-425
-8% -$19.9K ﹤0.01% 554
2025
Q1 		$256K Sell
5,134
-1,713
-25% -$92.2K ﹤0.01% 522
2024
Q4 		$371K Sell
6,847
-86
-1% -$4.71K ﹤0.01% 417
2024
Q3 		$327K Sell
6,933
-152
-2% -$7.2K ﹤0.01% 448
2024
Q2 		$308K Buy
7,085
+78
+1% +$3.29K ﹤0.01% 525
2024
Q1 		$307K Sell
7,007
-12
-0.2% -$495 ﹤0.01% 436
2023
Q4 		$308K Buy
7,019
+930
+15% +$33.6K ﹤0.01% 447
2023
Q3 		$212K Buy
+6,089
New +$212K ﹤0.01% 513

Other funds holding ZION

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GFPC
Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mather Group's ZION Position: Q3 2026 in Review

Mather Group increased its Zions Bancorporation (ZION) stake by 1.5% in Q3 2026, buying an estimated $7.28K and bringing the position to 7,152 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Mather Group first reported a position in ZION in Q3 2023 and has held it in 13 quarters since. The position peaked at $488K in Q2 2026. 80 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Mather Group held 7,152 shares of Zions Bancorporation worth $448K as of Q3 2026.
  • Mather Group bought 106 Zions Bancorporation shares in Q3 2026, an estimated $7.28K.
  • Zions Bancorporation made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #569 holding.
  • Mather Group first reported a position in Zions Bancorporation in Q3 2023 and has held it in 13 quarters since.
  • Mather Group's Zions Bancorporation position peaked at $488K in Q2 2026.
  • 80 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.