Mosley Wealth Management
ZION icon

Mosley Wealth Management’s Zions Bancorporation ZION Stock Holding History

Mosley Wealth Management’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 		$2.52K Hold
40
– – ﹤0.01% 478
2026
Q2 		$2.77K Hold
40
– – ﹤0.01% 477
2026
Q1 		$2.26K Buy
+40
New +$2.36K ﹤0.01% 384

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mosley Wealth Management's ZION Position: Q3 2026 in Review

Mosley Wealth Management held its Zions Bancorporation (ZION) position steady in Q3 2026 at 40 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Mosley Wealth Management first reported a position in ZION in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.77K in Q2 2026. 326 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Mosley Wealth Management held 40 shares of Zions Bancorporation worth $2.52K as of Q3 2026.
  • Mosley Wealth Management left its Zions Bancorporation share count unchanged in Q3 2026.
  • Zions Bancorporation made up ﹤0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #478 holding.
  • Mosley Wealth Management first reported a position in Zions Bancorporation in Q1 2026 and has held it in 3 quarters since.
  • Mosley Wealth Management's Zions Bancorporation position peaked at $2.77K in Q2 2026.
  • 326 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.