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Abich Financial Wealth Management’s Zions Bancorporation ZION Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$157K Buy
+2,781
New +$155K 0.06% 153
2024
Q3 		$23.5K Sell
497
-920
-65% -$43.6K 0.05% 145
2024
Q2 		$61.5K Buy
1,417
+296
+26% +$12.5K 0.04% 138
2024
Q1 		$48.7K Buy
1,121
+372
+50% +$15.3K 0.04% 142
2023
Q4 		$32.9K Buy
+749
New +$27.1K 0.03% 142

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Abich Financial Wealth Management's ZION Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Zions Bancorporation (ZION) in Q3 2025: 2,781 shares worth $157K. The stake represents 0.06% of the portfolio and ranks #153 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in ZION as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in ZION in Q4 2023 and has held it in 5 quarters since. 513 funds tracked by Wall St. Rank hold ZION as of Q3 2025.

  • Abich Financial Wealth Management held 2,781 shares of Zions Bancorporation worth $157K as of Q3 2025.
  • Zions Bancorporation was a new Abich Financial Wealth Management position in Q3 2025.
  • Zions Bancorporation made up 0.06% of Abich Financial Wealth Management's portfolio in Q3 2025, its #153 holding.
  • Abich Financial Wealth Management first reported a position in Zions Bancorporation in Q4 2023 and has held it in 5 quarters since.
  • 513 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.