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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Perigon Wealth Management's ZION Position: Q1 2026 in Review

Perigon Wealth Management opened a new position in Zions Bancorporation (ZION) in Q1 2026: 24,431 shares worth $1.41M. The stake represents 0.03% of the portfolio and ranks #445 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in ZION as recently as Q1 2018.

Perigon Wealth Management first reported a position in ZION in Q1 2018 and has held it in 2 quarters since. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Perigon Wealth Management held 24,431 shares of Zions Bancorporation worth $1.41M as of Q1 2026.
  • Zions Bancorporation was a new Perigon Wealth Management position in Q1 2026.
  • Zions Bancorporation made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #445 holding.
  • Perigon Wealth Management first reported a position in Zions Bancorporation in Q1 2018 and has held it in 2 quarters since.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.