Wakefield Asset Management
ZION icon

Wakefield Asset Management’s Zions Bancorporation ZION Stock Holding History

Wakefield Asset Management’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 		$537K Buy
8,573
+145
+2% +$10K 0.12% 181
2026
Q2 		$583K Buy
+8,428
New +$531K 0.13% 178
2020
Q1 		– Sell
-6,561
Closed -$341K – 214
2019
Q4 		$341K Buy
+6,561
New +$318K 0.14% 136
2019
Q2 		– Sell
-2,971
Closed -$135K – 238
2019
Q1 		$135K Buy
+2,971
New +$142K 0.05% 155

Other funds holding ZION

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wakefield Asset Management's ZION Position: Q3 2026 in Review

Wakefield Asset Management increased its Zions Bancorporation (ZION) stake by 1.7% in Q3 2026, buying an estimated $10K and bringing the position to 8,573 shares worth $537K. The position accounts for 0.12% of the portfolio, ranked #181.

Wakefield Asset Management first reported a position in ZION in Q1 2019 and has held it in 4 quarters since. The position peaked at $583K in Q2 2026. 286 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Wakefield Asset Management held 8,573 shares of Zions Bancorporation worth $537K as of Q3 2026.
  • Wakefield Asset Management bought 145 Zions Bancorporation shares in Q3 2026, an estimated $10K.
  • Zions Bancorporation made up 0.12% of Wakefield Asset Management's portfolio in Q3 2026, its #181 holding.
  • Wakefield Asset Management first reported a position in Zions Bancorporation in Q1 2019 and has held it in 4 quarters since.
  • Wakefield Asset Management's Zions Bancorporation position peaked at $583K in Q2 2026.
  • 286 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Wakefield Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.