Principia Wealth Advisory
ZION icon

Principia Wealth Advisory’s Zions Bancorporation ZION Stock Holding History

Principia Wealth Advisory’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 		$564 Buy
9
+3
+50% +$206 ﹤0.01% 869
2026
Q2 		$415 Hold
6
– – ﹤0.01% 921
2026
Q1 		$346 Hold
6
– – ﹤0.01% 899
2025
Q4 		$351 Hold
6
– – ﹤0.01% 871
2025
Q3 		$339 Hold
6
– – ﹤0.01% 842
2025
Q2 		$312 Sell
6
-11
-65% -$516 ﹤0.01% 845
2025
Q1 		$777 Sell
17
-1
-6% -$54 ﹤0.01% 459
2024
Q4 		$977 Buy
+18
New +$986 ﹤0.01% 372

Other funds holding ZION

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $6.55B AUM 7.49% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Principia Wealth Advisory's ZION Position: Q3 2026 in Review

Principia Wealth Advisory increased its Zions Bancorporation (ZION) stake by 50% in Q3 2026, buying an estimated $206 and bringing the position to 9 shares worth $564. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Principia Wealth Advisory first reported a position in ZION in Q4 2024 and has held it in 8 quarters since. The position peaked at $977 in Q4 2024. 509 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Principia Wealth Advisory held 9 shares of Zions Bancorporation worth $564 as of Q3 2026.
  • Principia Wealth Advisory bought 3 Zions Bancorporation shares in Q3 2026, an estimated $206.
  • Zions Bancorporation made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #869 holding.
  • Principia Wealth Advisory first reported a position in Zions Bancorporation in Q4 2024 and has held it in 8 quarters since.
  • Principia Wealth Advisory's Zions Bancorporation position peaked at $977 in Q4 2024.
  • 509 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.