WI
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WJ Interests’s Zions Bancorporation ZION Stock Holding History

WJ Interests’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 		$278K Hold
4,439
– – 0.1% 23
2026
Q2 		$307K Hold
4,439
– – 0.12% 20
2026
Q1 		$256K Hold
4,439
– – 0.1% 19
2025
Q4 		$260K Hold
4,439
– – 0.11% 19
2025
Q3 		$251K Hold
4,439
– – 0.1% 24
2025
Q2 		$231K Hold
4,439
– – 0.1% 23
2025
Q1 		$221K Hold
4,439
– – 0.1% 22
2024
Q4 		$241K Hold
4,439
– – 0.12% 15
2024
Q3 		$210K Buy
+4,439
New +$210K 0.09% 21

Other funds holding ZION

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DM
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
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

WJ Interests's ZION Position: Q3 2026 in Review

WJ Interests held its Zions Bancorporation (ZION) position steady in Q3 2026 at 4,439 shares worth $278K. The position accounts for 0.1% of the portfolio, ranked #23.

WJ Interests first reported a position in ZION in Q3 2024 and has held it in 9 quarters since. The position peaked at $307K in Q2 2026. 72 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • WJ Interests held 4,439 shares of Zions Bancorporation worth $278K as of Q3 2026.
  • WJ Interests left its Zions Bancorporation share count unchanged in Q3 2026.
  • Zions Bancorporation made up 0.1% of WJ Interests's portfolio in Q3 2026, its #23 holding.
  • WJ Interests first reported a position in Zions Bancorporation in Q3 2024 and has held it in 9 quarters since.
  • WJ Interests's Zions Bancorporation position peaked at $307K in Q2 2026.
  • 72 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on WJ Interests's 13F filing for Q3 2026, filed 14 Oct 2026.