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Ameritas Advisory Services’s Zions Bancorporation ZION Stock Holding History

Ameritas Advisory Services’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
Q4 		– Sell
-1,250
Closed -$70.7K – 2156
2025
Q3 		$70.7K Hold
1,250
– – ﹤0.01% 957
2025
Q2 		$64.9K Buy
+1,250
New +$58.6K ﹤0.01% 1187
2023
Q2 		– Sell
-712
Closed -$21.2K – 2592
2023
Q1 		$21.2K Buy
+712
New +$32.6K ﹤0.01% 1616

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Ameritas Advisory Services's ZION Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Zions Bancorporation (ZION) in Q4 2025, closing a stake of 1,250 shares — an estimated $70.7K sold.

Ameritas Advisory Services first reported a position in ZION in Q1 2023 and held it in 3 quarters. The position peaked at $70.7K in Q3 2025. 557 funds tracked by Wall St. Rank hold ZION as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Zions Bancorporation position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 1,250 Zions Bancorporation shares in Q4 2025, an estimated $70.7K.
  • Ameritas Advisory Services first reported a position in Zions Bancorporation in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Zions Bancorporation position peaked at $70.7K in Q3 2025.
  • 557 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.