WPC
ZION icon

Wedmont Private Capital’s Zions Bancorporation ZION Stock Holding History

Wedmont Private Capital’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 		$1.05M Buy
14,827
+1,128
+8% +$71.1K 0.03% 333
2026
Q1 		$836K Buy
13,699
+2,136
+18% +$126K 0.03% 356
2025
Q4 		$696K Sell
11,563
-589
-5% -$32.1K 0.02% 376
2025
Q3 		$689K Buy
12,152
+2,016
+20% +$112K 0.03% 358
2025
Q2 		$564K Buy
10,136
+256
+3% +$12K 0.02% 397
2025
Q1 		$415K Buy
9,880
+76
+0.8% +$4.09K 0.02% 430
2024
Q4 		$523K Buy
9,804
+179
+2% +$9.81K 0.03% 361
2024
Q3 		$457K Buy
9,625
+427
+5% +$20.2K 0.03% 382
2024
Q2 		$434K Buy
9,198
+2,011
+28% +$84.9K 0.03% 381
2024
Q1 		$313K Buy
7,187
+8
+0.1% +$330 0.02% 447
2023
Q4 		$320K Buy
+7,179
New +$259K 0.03% 410
2022
Q4 		– Sell
-4,206
Closed -$214K – 471
2022
Q3 		$214K Buy
+4,206
New +$230K 0.04% 345

Other funds holding ZION

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return