Noble Wealth Management PBC’s Zions Bancorporation ZION Stock Holding History

Noble Wealth Management PBC’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 Q2	$19.7K	Hold	285	–	–	0.01%	403
2026 Q1	$16.4K	Hold	285	–	–	0.01%	395
2025 Q4	$16.7K	Hold	285	–	–	0.01%	402
2025 Q3	$16.1K	Buy	+285	New	+$15.9K	0.01%	389
2025 Q1	$14.2K	Hold	285	–	–	0.01%	338
2024 Q4	$15.5K	Buy	+285	New	+$15.6K	0.01%	308

Other funds holding ZION

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return