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Ritholtz Wealth Management

SEC CIK
0001698218
Latest filing
Aug 11, 2026

ZION holding history

Zions Bancorporation, National Association in every 13F filed by Ritholtz Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ZION overviewAll 13F holders of ZIONFull Q2 2026 holdings

Shares (Q2 2026)
5,924
Value
$409.9K
% of portfolio
<0.1%
Quarters held
4
Since Q3 2024
Holdings of ZION by Ritholtz Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,924$409.9K<0.1%+780+15.2%AddedHolders
Q1 20265,144$296.4K<0.1%+5,144NewHolders
Q4 20250$00.0%−4,019−100.0%Sold outHolders
Q3 20254,019$227.4K<0.1%+4,019NewHolders
Q4 20240$00.0%−5,032−100.0%Sold outHolders
Q3 20245,032$237.6K<0.1%+5,032NewHolders