Perigon Wealth Management
ZION icon

Perigon Wealth Management’s Zions Bancorporation ZION Stock Holding History

Perigon 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 		$1.59M Buy
25,315
+197
+0.8% +$13.5K 0.02% 461
2026
Q2 		$1.74M Buy
25,118
+687
+3% +$43.3K 0.03% 441
2026
Q1 		$1.41M Buy
+24,431
New +$1.44M 0.03% 445
2018
Q2 		– Sell
-7
Closed – – 610
2018
Q1 		$0 Buy
+7
New +$377 ﹤0.01% 691

Other funds holding ZION

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

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

Perigon Wealth Management increased its Zions Bancorporation (ZION) stake by 0.78% in Q3 2026, buying an estimated $13.5K and bringing the position to 25,315 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #461.

Perigon Wealth Management first reported a position in ZION in Q1 2018 and has held it in 4 quarters since. The position peaked at $1.74M in Q2 2026. 125 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Perigon Wealth Management held 25,315 shares of Zions Bancorporation worth $1.59M as of Q3 2026.
  • Perigon Wealth Management bought 197 Zions Bancorporation shares in Q3 2026, an estimated $13.5K.
  • Zions Bancorporation made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #461 holding.
  • Perigon Wealth Management first reported a position in Zions Bancorporation in Q1 2018 and has held it in 4 quarters since.
  • Perigon Wealth Management's Zions Bancorporation position peaked at $1.74M in Q2 2026.
  • 125 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

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