PharVision Advisers’s Zions Bancorporation ZION Stock Holding History

PharVision Advisers’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	$209K	Buy	+3,331	New	+$229K	8.47%	3
2026 Q1	–	Sell	-6,991	Closed	-$409K	–	665
2025 Q4	$409K	Buy	6,991 +1,209	+21%	+$65.8K	0.21%	114
2025 Q3	$327K	Buy	+5,782	New	+$322K	0.18%	176
2025 Q2	–	Sell	-6,864	Closed	-$342K	–	453
2025 Q1	$342K	Buy	+6,864	New	+$370K	0.47%	71

Other funds holding ZION

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

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

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

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

PharVision Advisers's ZION Position: Q3 2026 in Review

PharVision Advisers opened a new position in Zions Bancorporation (ZION) in Q3 2026: 3,331 shares worth $209K. The stake represents 8.47% of the portfolio and ranks #3 among its holdings. This is a return to the name: PharVision Advisers previously reported a position in ZION as recently as Q4 2025.

PharVision Advisers first reported a position in ZION in Q1 2025 and has held it in 4 quarters since. The position peaked at $409K in Q4 2025. 310 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

PharVision Advisers held 3,331 shares of Zions Bancorporation worth $209K as of Q3 2026.
Zions Bancorporation was a new PharVision Advisers position in Q3 2026.
Zions Bancorporation made up 8.47% of PharVision Advisers's portfolio in Q3 2026, its #3 holding.
PharVision Advisers first reported a position in Zions Bancorporation in Q1 2025 and has held it in 4 quarters since.
PharVision Advisers's Zions Bancorporation position peaked at $409K in Q4 2025.
310 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on PharVision Advisers's 13F filing for Q3 2026, filed 29 Oct 2026.