CIBC Private Wealth Group
ZION icon

CIBC Private Wealth Group’s Zions Bancorporation ZION Stock Holding History

CIBC Private Wealth Group’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 		$147K Sell
2,503
-922
-27% -$50.2K ﹤0.01% 1344
2025
Q3 		$194K Buy
3,425
+1,606
+88% +$89.4K ﹤0.01% 1200
2025
Q2 		$94.5K Sell
1,819
-18,210
-91% -$854K ﹤0.01% 1410
2025
Q1 		$845K Buy
20,029
+350
+2% +$18.8K ﹤0.01% 679
2024
Q4 		$1.08M Buy
19,679
+17,990
+1,065% +$986K ﹤0.01% 675
2024
Q3 		$79.8K Buy
1,689
+3
+0.2% +$142 ﹤0.01% 1589
2024
Q2 		$71.8K Sell
1,686
-233
-12% -$9.83K ﹤0.01% 1525
2024
Q1 		$82.5K Buy
+1,919
New +$79.1K ﹤0.01% 1476
2020
Q4 		– Sell
-10,909
Closed -$319K – 1011
2020
Q3 		$319K Hold
10,909
– – ﹤0.01% 771
2020
Q2 		$371K Buy
+10,909
New +$345K ﹤0.01% 548
2018
Q2 		– Sell
-61
Closed -$3K – 2110
2018
Q1 		$3K Sell
61
-11,505
-99% -$619K ﹤0.01% 1763
2017
Q4 		$589K Buy
+11,566
New +$554K ﹤0.01% 746

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $9.96B AUM 41% 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