Walker Asset Management’s Zions Bancorporation ZION Stock Holding History

Walker 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	$230K	Buy	3,671 +26	+0.7%	+$1.79K	0.12%	139
2026 Q2	$252K	Buy	3,645 +26	+0.7%	+$1.64K	0.13%	134
2026 Q1	$209K	Buy	3,619 +26	+0.7%	+$1.53K	0.11%	135
2025 Q4	$210K	Buy	3,593 +32	+0.9%	+$1.74K	0.11%	132
2025 Q3	$202K	Buy	+3,561	New	+$198K	0.11%	133

Other funds holding ZION

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 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

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

GFPC

Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

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

Walker Asset Management increased its Zions Bancorporation (ZION) stake by 0.71% in Q3 2026, buying an estimated $1.79K and bringing the position to 3,671 shares worth $230K. The position accounts for 0.12% of the portfolio, ranked #139.

Walker Asset Management first reported a position in ZION in Q3 2025 and has held it in 5 quarters since. The position peaked at $252K in Q2 2026. 75 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

Walker Asset Management held 3,671 shares of Zions Bancorporation worth $230K as of Q3 2026.
Walker Asset Management bought 26 Zions Bancorporation shares in Q3 2026, an estimated $1.79K.
Zions Bancorporation made up 0.12% of Walker Asset Management's portfolio in Q3 2026, its #139 holding.
Walker Asset Management first reported a position in Zions Bancorporation in Q3 2025 and has held it in 5 quarters since.
Walker Asset Management's Zions Bancorporation position peaked at $252K in Q2 2026.
75 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Walker Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.