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ZIZION
24 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in ZIONS BANCORP NA

EP Wealth Advisors, LLC holds 14,596 shares of ZION (ZIONS BANCORP NA), worth $1M as of 2026-Q2. The position was increased (+12.6% shares). ZION represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$1M

Current Shares

14,596

Total Value Change

+$795,881

Total Shares Change

+10,475

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
14,596
+12.6%
$1M0.0%$68.73
28
2026-Q1
Decreased
12,962
-6.5%
$746,8920.0%$56.80
0
2025-Q4
Increased
13,855
+25.5%
$811,0750.0%$57.30
30
2025-Q2
Decreased
11,040
-13.2%
$573,4270.0%$49.98
0
2025-Q1
Decreased
12,711
-0.2%
$633,7610.0%$47.56
0
2024-Q4
Decreased
12,738
-23.7%
$691,0620.0%$51.35
0
2024-Q3
Increased
16,695
+94.4%
$788,3300.0%$44.38
39
2024-Q2
Decreased
8,589
-9.4%
$372,5040.0%$40.39
0
2024-Q1
Increased
9,485
+7.4%
$411,6490.0%$40.05
26
2023-Q4
Decreased
8,831
-24.6%
$387,4330.0%$40.06
0
2023-Q3
Increased
11,710
+111.0%
$408,5740.0%$31.47
38
2023-Q2
Decreased
5,550
-99.9%
$315,6250.0%$23.95
0
2023-Q1
Increased
5.5M
+438x
$59.7M1.0%$26.23
75
2022-Q4
Decreased
12,619
-4.0%
$620,3710.0%$42.75
0
2022-Q3
Increased
13,147
+1.3%
$669,0000.0%$43.87
25
2022-Q2
Decreased
12,978
-5.8%
$661,0000.0%$43.60
0
2022-Q1
Decreased
13,783
-18.3%
$904,0000.0%$55.77
0
2021-Q4
Decreased
16,878
-0.5%
$1.1M0.0%$53.45
0
2021-Q3
Decreased
16,957
-1.3%
$1M0.0%$52.07
0
2021-Q2
Increased
17,176
+0.1%
$908,0000.0%$44.17
25
2021-Q1
Increased
17,153
+228.2%
$943,0000.0%$45.66
40
2020-Q4
New
5,226
-
$227,0000.0%$35.85
32
2020-Q1
Exited
0
-100.0%
$00.0%$21.44
0
2019-Q4
New
4,121
-
$214,0000.0%$41.28
32

Other major holders of ZION: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC

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