MBL Wealth
ZION icon

MBL Wealth’s Zions Bancorporation ZION Stock Holding History

MBL Wealth’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 		$327K Buy
+5,222
New +$359K 0.02% 441

Other funds holding ZION

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $6.55B AUM 7.49% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

MBL Wealth's ZION Position: Q3 2026 in Review

MBL Wealth opened a new position in Zions Bancorporation (ZION) in Q3 2026: 5,222 shares worth $327K. The stake represents 0.02% of the portfolio and ranks #441 among its holdings.

464 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • MBL Wealth held 5,222 shares of Zions Bancorporation worth $327K as of Q3 2026.
  • Zions Bancorporation was a new MBL Wealth position in Q3 2026.
  • Zions Bancorporation made up 0.02% of MBL Wealth's portfolio in Q3 2026, its #441 holding.
  • 464 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.