Cetera Investment Advisers
ZION icon

Cetera Investment Advisers’s Zions Bancorporation ZION Stock Holding History

Cetera Investment Advisers’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
Q1 		$2.17M Sell
37,701
-4,760
-11% -$280K ﹤0.01% 2221
2025
Q4 		$2.49M Sell
42,461
-1,670
-4% -$90.9K ﹤0.01% 2023
2025
Q3 		$2.5M Buy
44,131
+229
+0.5% +$12.7K ﹤0.01% 1985
2025
Q2 		$2.28M Buy
43,902
+2,842
+7% +$133K ﹤0.01% 1747
2025
Q1 		$2.05M Buy
41,060
+6,519
+19% +$351K ﹤0.01% 1732
2024
Q4 		$1.87M Sell
34,541
-1,615
-4% -$88.5K ﹤0.01% 1711
2024
Q3 		$1.71M Sell
36,156
-3,015
-8% -$143K ﹤0.01% 1739
2024
Q2 		$1.7M Sell
39,171
-3,640
-9% -$154K ﹤0.01% 1697
2024
Q1 		$1.86M Buy
42,811
+15,458
+57% +$638K ﹤0.01% 1605
2023
Q4 		$1.2M Buy
27,353
+12,798
+88% +$462K 0.01% 1001
2023
Q3 		$508K Buy
14,555
+1,527
+12% +$53.2K ﹤0.01% 1408
2023
Q2 		$350K Buy
+13,028
New +$361K ﹤0.01% 1649

Other funds holding ZION

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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