Peterson Wealth Services’s Zions Bancorporation ZION Stock Holding History

Peterson Wealth Services’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	$117K	Buy	1,861 +6	+0.3%	+$412	0.02%	143
2026 Q2	$128K	Buy	1,855 +6	+0.3%	+$378	0.03%	147
2026 Q1	$107K	Buy	1,849 +6	+0.3%	+$354	0.03%	147
2025 Q4	$108K	Buy	1,843 +1,651	+860%	+$89.9K	0.03%	142
2025 Q3	$104K	Sell	192 -1,636	-89%	-$91K	0.03%	148
2025 Q2	$95K	Sell	1,828 -231	-11%	-$10.8K	0.03%	147
2025 Q1	$103K	Buy	2,059 +8	+0.4%	+$431	0.03%	143
2024 Q4	$111K	Buy	2,051 +8	+0.4%	+$438	0.03%	139
2024 Q3	$96.5K	Buy	+2,043	New	+$96.7K	0.03%	145
2024 Q1	–	Sell	-7,070	Closed	-$314K	–	117
2023 Q4	$314K	Sell	7,070 -78,422	-92%	-$2.83M	0.13%	77
2023 Q3	$2.98M	Buy	85,492 +3,795	+5%	+$132K	2.23%	17
2023 Q2	$2.2M	Buy	+81,697	New	+$2.27M	1.05%	33

Other funds holding ZION

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Peterson Wealth Services's ZION Position: Q3 2026 in Review

Peterson Wealth Services increased its Zions Bancorporation (ZION) stake by 0.32% in Q3 2026, buying an estimated $412 and bringing the position to 1,861 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #143.

Peterson Wealth Services first reported a position in ZION in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.98M in Q3 2023. 404 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

Peterson Wealth Services held 1,861 shares of Zions Bancorporation worth $117K as of Q3 2026.
Peterson Wealth Services bought 6 Zions Bancorporation shares in Q3 2026, an estimated $412.
Zions Bancorporation made up 0.02% of Peterson Wealth Services's portfolio in Q3 2026, its #143 holding.
Peterson Wealth Services first reported a position in Zions Bancorporation in Q2 2023 and has held it in 12 quarters since.
Peterson Wealth Services's Zions Bancorporation position peaked at $2.98M in Q3 2023.
404 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.