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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
Q3 		$970K Buy
15,468
+641
+4% +$44K 0.02% 404
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

DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Wedmont Private Capital's ZION Position: Q3 2026 in Review

Wedmont Private Capital increased its Zions Bancorporation (ZION) stake by 4.3% in Q3 2026, buying an estimated $44K and bringing the position to 15,468 shares worth $970K. The position accounts for 0.02% of the portfolio, ranked #404.

Wedmont Private Capital first reported a position in ZION in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.05M in Q2 2026. 23 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Wedmont Private Capital held 15,468 shares of Zions Bancorporation worth $970K as of Q3 2026.
  • Wedmont Private Capital bought 641 Zions Bancorporation shares in Q3 2026, an estimated $44K.
  • Zions Bancorporation made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #404 holding.
  • Wedmont Private Capital first reported a position in Zions Bancorporation in Q3 2022 and has held it in 13 quarters since.
  • Wedmont Private Capital's Zions Bancorporation position peaked at $1.05M in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.