JTBR
ZION icon

James T. Borello RIA’s Zions Bancorporation ZION Stock Holding History

James T. Borello RIA’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 		$4.82K Hold
77
– – ﹤0.01% 791
2026
Q2 		$5.33K Hold
77
– – ﹤0.01% 770
2026
Q1 		$4.44K Buy
+77
New +$4.54K ﹤0.01% 791

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

James T. Borello RIA's ZION Position: Q3 2026 in Review

James T. Borello RIA held its Zions Bancorporation (ZION) position steady in Q3 2026 at 77 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

James T. Borello RIA first reported a position in ZION in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.33K in Q2 2026. 72 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • James T. Borello RIA held 77 shares of Zions Bancorporation worth $4.82K as of Q3 2026.
  • James T. Borello RIA left its Zions Bancorporation share count unchanged in Q3 2026.
  • Zions Bancorporation made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #791 holding.
  • James T. Borello RIA first reported a position in Zions Bancorporation in Q1 2026 and has held it in 3 quarters since.
  • James T. Borello RIA's Zions Bancorporation position peaked at $5.33K in Q2 2026.
  • 72 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.