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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
Q3 		$17.9K Hold
285
– – 0.01% 403
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

DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

Noble Wealth Management PBC's ZION Position: Q3 2026 in Review

Noble Wealth Management PBC held its Zions Bancorporation (ZION) position steady in Q3 2026 at 285 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #403.

Noble Wealth Management PBC first reported a position in ZION in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.7K in Q2 2026. 23 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Noble Wealth Management PBC held 285 shares of Zions Bancorporation worth $17.9K as of Q3 2026.
  • Noble Wealth Management PBC left its Zions Bancorporation share count unchanged in Q3 2026.
  • Zions Bancorporation made up 0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #403 holding.
  • Noble Wealth Management PBC first reported a position in Zions Bancorporation in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's Zions Bancorporation position peaked at $19.7K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.