RAFFA WEALTH MANAGEMENT, LLC’s Zions Bancorporation ZION Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q2	$277	Hold	4	–	–	﹤0.01%	1229
2026 Q1	$230	Buy	+4	New	+$236	﹤0.01%	1154
2023 Q3	–	Sell	-24	Closed	-$645	–	1079
2023 Q2	$645	Hold	24	–	–	﹤0.01%	911
2023 Q1	$718	Hold	24	–	–	﹤0.01%	888
2022 Q4	$1.18K	Hold	24	–	–	﹤0.01%	728
2022 Q3	$1.22K	Hold	24	–	–	﹤0.01%	732
2022 Q2	$1.22K	Hold	24	–	–	﹤0.01%	752
2022 Q1	$1.57K	Hold	24	–	–	﹤0.01%	712
2021 Q4	$1.52K	Hold	24	–	–	﹤0.01%	735
2021 Q3	$1.49K	Hold	24	–	–	﹤0.01%	693
2021 Q2	$1.27K	Hold	24	–	–	﹤0.01%	747
2021 Q1	$1.32K	Hold	24	–	–	﹤0.01%	752
2020 Q4	$1.04K	Hold	24	–	–	﹤0.01%	733
2020 Q3	$701	Hold	24	–	–	﹤0.01%	749
2020 Q2	$816	Hold	24	–	–	﹤0.01%	716
2020 Q1	$642	Hold	24	–	–	﹤0.01%	696
2019 Q4	$1.25K	Hold	24	–	–	﹤0.01%	531
2019 Q3	$1.07K	Buy	+24	New	+$1.04K	﹤0.01%	574
2019 Q2	–	Sell	-24	Closed	-$1.09K	–	1426
2019 Q1	$1.09K	Hold	24	–	–	﹤0.01%	531
2018 Q4	$978	Hold	24	–	–	﹤0.01%	544
2018 Q3	$1.2K	Hold	24	–	–	﹤0.01%	527
2018 Q2	$1.26K	Hold	24	–	–	﹤0.01%	475
2018 Q1	$1.27K	Buy	+24	New	+$1.29K	﹤0.01%	443

Other funds holding ZION

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's ZION Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Zions Bancorporation (ZION) position steady in Q2 2026 at 4 shares worth $277. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in ZION in Q1 2018 and has held it in 23 quarters since. The position peaked at $1.57K in Q1 2022. 159 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 4 shares of Zions Bancorporation worth $277 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Zions Bancorporation share count unchanged in Q2 2026.
Zions Bancorporation made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1229 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Zions Bancorporation in Q1 2018 and has held it in 23 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Zions Bancorporation position peaked at $1.57K in Q1 2022.
159 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.