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Capital A Wealth Management’s Zions Bancorporation ZION Stock Holding History

Capital A 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
Q2 		– Sell
-20
Closed -$997 – 861
2025
Q1 		$997 Buy
+20
New +$1.08K ﹤0.01% 532

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Capital A Wealth Management's ZION Position: Q2 2025 in Review

Capital A Wealth Management sold out of Zions Bancorporation (ZION) in Q2 2025, closing a stake of 20 shares — an estimated $997 sold.

Capital A Wealth Management first reported a position in ZION in Q1 2025 and held it in 1 quarter. The position peaked at $997 in Q1 2025. 492 funds tracked by Wall St. Rank hold ZION as of Q2 2025.

  • Capital A Wealth Management reported no remaining Zions Bancorporation position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 20 Zions Bancorporation shares in Q2 2025, an estimated $997.
  • Capital A Wealth Management first reported a position in Zions Bancorporation in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's Zions Bancorporation position peaked at $997 in Q1 2025.
  • 492 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.