Corient Private Wealth
ZION icon

Corient Private Wealth’s Zions Bancorporation ZION Stock Holding History

Corient Private Wealth’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 		$14.7M Sell
257,712
-144,324
-36% -$8.5M 0.02% 487
2025
Q4 		$17.4M Buy
402,036
+267,818
+200% +$14.6M 0.01% 603
2025
Q3 		$7.59M Buy
134,218
+4,418
+3% +$246K 0.01% 579
2025
Q2 		$6.74M Sell
129,800
-6,432
-5% -$302K 0.01% 621
2025
Q1 		$6.79M Sell
136,232
-1,315
-1% -$70.8K 0.01% 599
2024
Q4 		$7.46M Sell
137,547
-21,314
-13% -$1.17M 0.01% 592
2024
Q3 		$7.5M Buy
158,861
+11,919
+8% +$564K 0.01% 642
2024
Q2 		$6.37M Sell
146,942
-2,888
-2% -$122K 0.01% 641
2024
Q1 		$6.45M Buy
149,830
+35,984
+32% +$1.48M 0.01% 640
2023
Q4 		$4.99M Buy
113,846
+20,721
+22% +$748K 0.01% 695
2023
Q3 		$3.25M Buy
93,125
+15,237
+20% +$531K 0.01% 755
2023
Q2 		$2.09M Buy
77,888
+6,220
+9% +$173K ﹤0.01% 883
2023
Q1 		$2.15M Buy
71,668
+10,879
+18% +$498K 0.01% 821
2022
Q4 		$2.99M Buy
+60,789
New +$3.04M 0.01% 607

Other funds holding ZION

BlackRock
BlackRock New York $5.72T 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

Corient Private Wealth's ZION Position: Q1 2026 in Review

Corient Private Wealth reduced its Zions Bancorporation (ZION) stake by 36% in Q1 2026, selling an estimated $8.5M and leaving 257,712 shares worth $14.7M. The position accounts for 0.02% of the portfolio, ranked #487.

Corient Private Wealth first reported a position in ZION in Q4 2022 and has held it in 14 quarters since. The position peaked at $17.4M in Q4 2025. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Corient Private Wealth held 257,712 shares of Zions Bancorporation worth $14.7M as of Q1 2026.
  • Corient Private Wealth sold 144,324 Zions Bancorporation shares in Q1 2026, an estimated $8.5M.
  • Zions Bancorporation made up 0.02% of Corient Private Wealth's portfolio in Q1 2026, its #487 holding.
  • Corient Private Wealth first reported a position in Zions Bancorporation in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Zions Bancorporation position peaked at $17.4M in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.