Private Wealth Management Group’s Zions Bancorporation ZION Stock Holding History

Private Wealth Management 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	$7.52K	Hold	120	–	–	﹤0.01%	726
2026 Q2	$8.3K	Hold	120	–	–	﹤0.01%	633
2026 Q1	$6.92K	Hold	120	–	–	﹤0.01%	651
2025 Q4	$7.02K	Sell	120 -61	-34%	-$3.32K	﹤0.01%	639
2025 Q3	$10.2K	Hold	181	–	–	﹤0.01%	501
2025 Q2	$9.4K	Hold	181	–	–	﹤0.01%	507
2025 Q1	$9.02K	Hold	181	–	–	﹤0.01%	501
2024 Q4	$9.8K	Hold	181	–	–	﹤0.01%	476
2024 Q3	$8.55K	Buy	181 +1	+0.6%	+$47	﹤0.01%	502
2024 Q2	$7.81K	Hold	180	–	–	﹤0.01%	525
2024 Q1	$7.81K	Hold	180	–	–	﹤0.01%	480
2023 Q4	$7.9K	Buy	+180	New	+$6.5K	﹤0.01%	469

Other funds holding ZION

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Convergence Investment Partners Palm Beach Gardens, Florida $1.35B AUM 71.9% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Private Wealth Management Group's ZION Position: Q3 2026 in Review

Private Wealth Management Group held its Zions Bancorporation (ZION) position steady in Q3 2026 at 120 shares worth $7.52K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Private Wealth Management Group first reported a position in ZION in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.2K in Q3 2025. 194 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

Private Wealth Management Group held 120 shares of Zions Bancorporation worth $7.52K as of Q3 2026.
Private Wealth Management Group left its Zions Bancorporation share count unchanged in Q3 2026.
Zions Bancorporation made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #726 holding.
Private Wealth Management Group first reported a position in Zions Bancorporation in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Zions Bancorporation position peaked at $10.2K in Q3 2025.
194 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.