Private Advisor Group’s Zions Bancorporation ZION Stock Holding History

Private Advisor Group’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	$325K	Buy	+5,180	New	+$356K	﹤0.01%	2508
2024 Q1	–	Sell	-8,174	Closed	-$359K	–	2425
2023 Q4	$359K	Buy	+8,174	New	+$295K	﹤0.01%	1675
2022 Q2	–	Sell	-4,069	Closed	-$267K	–	2267
2022 Q1	$267K	Buy	+4,069	New	+$278K	﹤0.01%	1739
2020 Q3	–	Sell	-3,377	Closed	-$115K	–	3473
2020 Q2	$115K	Buy	+3,377	New	+$107K	﹤0.01%	1630
2019 Q4	–	Sell	-16,007	Closed	-$783K	–	1747
2019 Q3	$783K	Buy	16,007 +9,793	+158%	+$423K	0.01%	891
2019 Q2	$286K	Buy	6,214 +269	+5%	+$12.4K	0.01%	1309
2019 Q1	$271K	Buy	+5,945	New	+$284K	0.01%	1244

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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 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

Private Advisor Group's ZION Position: Q3 2026 in Review

Private Advisor Group opened a new position in Zions Bancorporation (ZION) in Q3 2026: 5,180 shares worth $325K. The stake represents ﹤0.01% of the portfolio and ranks #2508 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in ZION as recently as Q4 2023.

Private Advisor Group first reported a position in ZION in Q1 2019 and has held it in 7 quarters since. The position peaked at $783K in Q3 2019. 424 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

Private Advisor Group held 5,180 shares of Zions Bancorporation worth $325K as of Q3 2026.
Zions Bancorporation was a new Private Advisor Group position in Q3 2026.
Zions Bancorporation made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #2508 holding.
Private Advisor Group first reported a position in Zions Bancorporation in Q1 2019 and has held it in 7 quarters since.
Private Advisor Group's Zions Bancorporation position peaked at $783K in Q3 2019.
424 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.