New Age Alpha Advisors
ZION icon

New Age Alpha Advisors’s Zions Bancorporation ZION Stock Holding History

New Age Alpha Advisors’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 		$328K Sell
5,237
-222
-4% -$15.2K 0.01% 691
2026
Q2 		$378K Buy
+5,459
New +$344K 0.02% 666
2025
Q2 		– Sell
-794
Closed -$39.6K – 1002
2025
Q1 		$39.6K Buy
+794
New +$42.8K ﹤0.01% 833

Other funds holding ZION

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

New Age Alpha Advisors's ZION Position: Q3 2026 in Review

New Age Alpha Advisors reduced its Zions Bancorporation (ZION) stake by 4.1% in Q3 2026, selling an estimated $15.2K and leaving 5,237 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #691.

New Age Alpha Advisors first reported a position in ZION in Q1 2025 and has held it in 3 quarters since. The position peaked at $378K in Q2 2026. 509 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • New Age Alpha Advisors held 5,237 shares of Zions Bancorporation worth $328K as of Q3 2026.
  • New Age Alpha Advisors sold 222 Zions Bancorporation shares in Q3 2026, an estimated $15.2K.
  • Zions Bancorporation made up 0.01% of New Age Alpha Advisors's portfolio in Q3 2026, its #691 holding.
  • New Age Alpha Advisors first reported a position in Zions Bancorporation in Q1 2025 and has held it in 3 quarters since.
  • New Age Alpha Advisors's Zions Bancorporation position peaked at $378K in Q2 2026.
  • 509 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on New Age Alpha Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.