AssetMark Inc
ZION icon

AssetMark Inc’s Zions Bancorporation ZION Stock Holding History

AssetMark Inc’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 		$66.3K Buy
1,059
+68
+7% +$4.67K ﹤0.01% 1772
2026
Q2 		$68.6K Buy
991
+45
+5% +$2.84K ﹤0.01% 1733
2026
Q1 		$54.5K Buy
946
+104
+12% +$6.13K ﹤0.01% 1725
2025
Q4 		$49.3K Buy
842
+101
+14% +$5.5K ﹤0.01% 1726
2025
Q3 		$41.9K Buy
741
+68
+10% +$3.78K ﹤0.01% 1696
2025
Q2 		$35K Buy
673
+289
+75% +$13.6K ﹤0.01% 1663
2025
Q1 		$19.1K Buy
384
+367
+2,159% +$19.8K ﹤0.01% 1713
2024
Q4 		$922 Buy
+17
New +$931 ﹤0.01% 2257
2023
Q2 		– Sell
-7
Closed -$210 – 1698
2023
Q1 		$210 Buy
+7
New +$320 ﹤0.01% 1524
2019
Q3 		– Sell
-30
Closed -$1K – 1449
2019
Q2 		$1K Buy
+30
New +$1.39K ﹤0.01% 1296
2018
Q1 		– Sell
-138
Closed -$7K – 2045
2017
Q4 		$7K Buy
138
+118
+590% +$5.65K ﹤0.01% 1189
2017
Q3 		$1K Sell
20
-18
-47% -$801 ﹤0.01% 1418
2017
Q2 		$2K Buy
+38
New +$1.56K ﹤0.01% 1249
2016
Q2 		– Sell
-18
Closed – – 1281
2016
Q1 		$0 Sell
18
-24
-57% -$552 ﹤0.01% 1434
2015
Q4 		$1K Buy
42
+7
+20% +$201 ﹤0.01% 1289
2015
Q3 		$1K Sell
35
-45,113
-100% -$1.34M ﹤0.01% 693
2015
Q2 		$1.43M Buy
45,148
+174
+0.4% +$5.12K 0.03% 247
2015
Q1 		$1.21M Sell
44,974
-53,979
-55% -$1.41M 0.03% 258
2014
Q4 		$2.82M Sell
98,953
-5,742
-5% -$162K 0.06% 151
2014
Q3 		$3.04M Sell
104,695
-5,539
-5% -$161K 0.07% 137
2014
Q2 		$3.25M Sell
110,234
-26,257
-19% -$772K 0.07% 134
2014
Q1 		$4.23M Buy
136,491
+71,718
+111% +$2.18M 0.1% 94
2013
Q4 		$1.94M Sell
64,773
-3,838
-6% -$110K 0.05% 179
2013
Q3 		$1.88M Buy
+68,611
New +$2M 0.05% 181

Other funds holding ZION

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

AssetMark Inc's ZION Position: Q3 2026 in Review

AssetMark Inc increased its Zions Bancorporation (ZION) stake by 6.9% in Q3 2026, buying an estimated $4.67K and bringing the position to 1,059 shares worth $66.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

AssetMark Inc first reported a position in ZION in Q3 2013 and has held it in 24 quarters since. The position peaked at $4.23M in Q1 2014. 312 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • AssetMark Inc held 1,059 shares of Zions Bancorporation worth $66.3K as of Q3 2026.
  • AssetMark Inc bought 68 Zions Bancorporation shares in Q3 2026, an estimated $4.67K.
  • Zions Bancorporation made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1772 holding.
  • AssetMark Inc first reported a position in Zions Bancorporation in Q3 2013 and has held it in 24 quarters since.
  • AssetMark Inc's Zions Bancorporation position peaked at $4.23M in Q1 2014.
  • 312 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.