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 $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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

CIBC Private Wealth Group's ZION Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Zions Bancorporation (ZION) stake by 27% in Q4 2025, selling an estimated $50.2K and leaving 2,503 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

CIBC Private Wealth Group first reported a position in ZION in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.08M in Q4 2024. 558 funds tracked by Wall St. Rank hold ZION as of Q4 2025.

  • CIBC Private Wealth Group held 2,503 shares of Zions Bancorporation worth $147K as of Q4 2025.
  • CIBC Private Wealth Group sold 922 Zions Bancorporation shares in Q4 2025, an estimated $50.2K.
  • Zions Bancorporation made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1344 holding.
  • CIBC Private Wealth Group first reported a position in Zions Bancorporation in Q4 2017 and has held it in 12 quarters since.
  • CIBC Private Wealth Group's Zions Bancorporation position peaked at $1.08M in Q4 2024.
  • 558 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.