Wealth Enhancement Advisory Services
ZION icon

Wealth Enhancement Advisory Services’s Zions Bancorporation ZION Stock Holding History

Wealth Enhancement Advisory Services’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 		$6.39M Buy
109,083
+30,220
+38% +$2.08M 0.01% 954
2026
Q2 		$5.57M Buy
78,863
+14,808
+23% +$934K 0.01% 948
2026
Q1 		$3.72M Buy
64,055
+1,456
+2% +$85.8K 0.01% 1050
2025
Q4 		$3.82M Buy
62,599
+2,431
+4% +$132K 0.01% 1159
2025
Q3 		$3.41M Buy
60,168
+3,278
+6% +$182K 0.01% 1151
2025
Q2 		$3.16M Sell
56,890
-14,046
-20% -$659K 0.01% 1122
2025
Q1 		$3.54M Buy
70,936
+27,001
+61% +$1.45M 0.01% 973
2024
Q4 		$2.38M Buy
43,935
+2,712
+7% +$149K ﹤0.01% 1092
2024
Q3 		$1.95M Buy
41,223
+348
+0.9% +$16.5K ﹤0.01% 1067
2024
Q2 		$1.77M Buy
40,875
+1,299
+3% +$54.8K ﹤0.01% 1033
2024
Q1 		$1.72M Sell
39,576
-861
-2% -$35.5K ﹤0.01% 1004
2023
Q4 		$1.77M Buy
40,437
+299
+0.7% +$10.8K 0.01% 941
2023
Q3 		$1.4M Buy
+40,138
New +$1.4M ﹤0.01% 979

Other funds holding ZION

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Wealth Enhancement Advisory Services's ZION Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Zions Bancorporation (ZION) stake by 38% in Q3 2026, buying an estimated $2.08M and bringing the position to 109,083 shares worth $6.39M. The position accounts for 0.01% of the portfolio, ranked #954.

Wealth Enhancement Advisory Services first reported a position in ZION in Q3 2023 and has held it in 13 quarters since. 312 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Wealth Enhancement Advisory Services held 109,083 shares of Zions Bancorporation worth $6.39M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 30,220 Zions Bancorporation shares in Q3 2026, an estimated $2.08M.
  • Zions Bancorporation made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #954 holding.
  • Wealth Enhancement Advisory Services first reported a position in Zions Bancorporation in Q3 2023 and has held it in 13 quarters since.
  • 312 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.