Vest Financial
ZION icon

Vest Financial’s Zions Bancorporation ZION Stock Holding History

Vest Financial’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 		$8.09M Buy
129,154
+2,787
+2% +$191K 0.09% 186
2026
Q2 		$8.74M Buy
126,367
+31,368
+33% +$1.98M 0.09% 175
2026
Q1 		$5.47M Buy
94,999
+38,579
+68% +$2.27M 0.07% 229
2025
Q4 		$3.3M Buy
56,420
+31,798
+129% +$1.73M 0.04% 273
2025
Q3 		$1.39M Buy
+24,622
New +$1.37M 0.02% 329
2025
Q1 		– Sell
-45,663
Closed -$2.48M – 420
2024
Q4 		$2.48M Buy
45,663
+14,330
+46% +$785K 0.04% 148
2024
Q3 		$1.48M Buy
31,333
+4,411
+16% +$209K 0.03% 185
2024
Q2 		$1.17M Buy
26,922
+6,080
+29% +$257K 0.03% 132
2024
Q1 		$905K Buy
20,842
+15,379
+282% +$634K 0.02% 146
2023
Q4 		$240K Buy
+5,463
New +$197K 0.01% 171

Other funds holding ZION

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Vest Financial's ZION Position: Q3 2026 in Review

Vest Financial increased its Zions Bancorporation (ZION) stake by 2.2% in Q3 2026, buying an estimated $191K and bringing the position to 129,154 shares worth $8.09M. The position accounts for 0.09% of the portfolio, ranked #186.

Vest Financial first reported a position in ZION in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.74M in Q2 2026. 205 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Vest Financial held 129,154 shares of Zions Bancorporation worth $8.09M as of Q3 2026.
  • Vest Financial bought 2,787 Zions Bancorporation shares in Q3 2026, an estimated $191K.
  • Zions Bancorporation made up 0.09% of Vest Financial's portfolio in Q3 2026, its #186 holding.
  • Vest Financial first reported a position in Zions Bancorporation in Q4 2023 and has held it in 10 quarters since.
  • Vest Financial's Zions Bancorporation position peaked at $8.74M in Q2 2026.
  • 205 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.