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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Perigon Wealth Management's ZION Position: Q2 2026 in Review

Perigon Wealth Management increased its Zions Bancorporation (ZION) stake by 2.8% in Q2 2026, buying an estimated $43.3K and bringing the position to 25,118 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #441.

Perigon Wealth Management first reported a position in ZION in Q1 2018 and has held it in 3 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Perigon Wealth Management held 25,118 shares of Zions Bancorporation worth $1.74M as of Q2 2026.
  • Perigon Wealth Management bought 687 Zions Bancorporation shares in Q2 2026, an estimated $43.3K.
  • Zions Bancorporation made up 0.03% of Perigon Wealth Management's portfolio in Q2 2026, its #441 holding.
  • Perigon Wealth Management first reported a position in Zions Bancorporation in Q1 2018 and has held it in 3 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.