Physician Wealth Advisors
ZION icon

Physician Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

Physician Wealth Advisors’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 		$1.62M Buy
25,820
+3,769
+17% +$259K 0.19% 61
2026
Q2 		$1.53M Sell
22,051
-413
-2% -$26K 0.18% 63
2026
Q1 		$1.29M Buy
22,464
+8,697
+63% +$512K 0.18% 64
2025
Q4 		$806K Sell
13,767
-85
-0.6% -$4.63K 0.11% 77
2025
Q3 		$784K Buy
13,852
+3
+0% +$167 0.11% 77
2025
Q2 		$719K Buy
13,849
+90
+0.7% +$4.22K 0.11% 80
2025
Q1 		$686K Buy
13,759
+44
+0.3% +$2.37K 0.12% 81
2024
Q4 		$744K Buy
13,715
+33
+0.2% +$1.81K 0.13% 80
2024
Q3 		$691K Buy
13,682
+40
+0.3% +$1.89K 0.12% 78
2024
Q2 		$685K Buy
13,642
+659
+5% +$27.8K 0.13% 80
2024
Q1 		$513K Sell
12,983
-476
-4% -$19.6K 0.11% 89
2023
Q4 		$583K Buy
13,459
+150
+1% +$5.42K 0.13% 80
2023
Q3 		$452K Sell
13,309
-964
-7% -$33.6K 0.12% 82
2023
Q2 		$402K Buy
14,273
+575
+4% +$15.9K 0.1% 90
2023
Q1 		$448K Buy
13,698
+4,163
+44% +$191K 0.12% 84
2022
Q4 		$494K Sell
9,535
-88
-0.9% -$4.4K 0.13% 78
2022
Q3 		$515K Buy
9,623
+6
+0.1% +$328 0.16% 69
2022
Q2 		$519K Sell
9,617
-435
-4% -$24.7K 0.15% 74
2022
Q1 		$598K Buy
10,052
+376
+4% +$25.7K 0.16% 74
2021
Q4 		$678K Sell
9,676
-269
-3% -$17.2K 0.18% 67
2021
Q3 		$618K Buy
9,945
+106
+1% +$5.82K 0.17% 75
2021
Q2 		$495K Buy
9,839
+5
+0.1% +$280 0.14% 84
2021
Q1 		$544K Buy
9,834
+5
+0.1% +$257 0.18% 76
2020
Q4 		$492K Buy
9,829
+799
+9% +$29.5K 0.17% 79
2020
Q3 		$300K Buy
9,030
+8
+0.1% +$258 0.12% 98
2020
Q2 		$313K Buy
+9,022
New +$286K 0.13% 99
2020
Q1 		– Sell
-4,408
Closed -$225K – 130
2019
Q4 		$225K Buy
+4,408
New +$214K 0.1% 106

Other funds holding ZION

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Physician Wealth Advisors's ZION Position: Q3 2026 in Review

Physician Wealth Advisors increased its Zions Bancorporation (ZION) stake by 17% in Q3 2026, buying an estimated $259K and bringing the position to 25,820 shares worth $1.62M. The position accounts for 0.19% of the portfolio, ranked #61.

Physician Wealth Advisors first reported a position in ZION in Q4 2019 and has held it in 27 quarters since. 331 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Physician Wealth Advisors held 25,820 shares of Zions Bancorporation worth $1.62M as of Q3 2026.
  • Physician Wealth Advisors bought 3,769 Zions Bancorporation shares in Q3 2026, an estimated $259K.
  • Zions Bancorporation made up 0.19% of Physician Wealth Advisors's portfolio in Q3 2026, its #61 holding.
  • Physician Wealth Advisors first reported a position in Zions Bancorporation in Q4 2019 and has held it in 27 quarters since.
  • 331 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.