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Cresset Asset Management’s Zions Bancorporation ZION Stock Holding History

Cresset Asset 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
-5,593
Closed -$279K – 1818
2025
Q1 		$279K Buy
5,593
+1,484
+36% +$79.9K ﹤0.01% 1356
2024
Q4 		$223K Sell
4,109
-29,441
-88% -$1.61M ﹤0.01% 1513
2024
Q3 		$1.58M Buy
33,550
+5,279
+19% +$250K 0.01% 926
2024
Q2 		$1.23M Buy
28,271
+3,048
+12% +$129K 0.01% 960
2024
Q1 		$1.09M Buy
25,223
+4,610
+22% +$190K 0.01% 935
2023
Q4 		$904K Buy
20,613
+1,860
+10% +$67.2K 0.01% 934
2023
Q3 		$654K Buy
18,753
+3,237
+21% +$113K ﹤0.01% 1040
2023
Q2 		$417K Buy
+15,516
New +$430K ﹤0.01% 1369
2019
Q2 		– Sell
-160
Closed -$7K – 1752
2019
Q1 		$7K Buy
160
+30
+23% +$1.43K ﹤0.01% 1273
2018
Q4 		$5K Buy
+130
New +$6.06K ﹤0.01% 1048

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 $3.38T AUM 44.17% 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

Cresset Asset Management's ZION Position: Q2 2025 in Review

Cresset Asset Management sold out of Zions Bancorporation (ZION) in Q2 2025, closing a stake of 5,593 shares — an estimated $279K sold.

Cresset Asset Management first reported a position in ZION in Q4 2018 and held it in 10 quarters. The position peaked at $1.58M in Q3 2024. 492 funds tracked by Wall St. Rank hold ZION as of Q2 2025.

  • Cresset Asset Management reported no remaining Zions Bancorporation position as of Q2 2025 after selling out during the quarter.
  • Cresset Asset Management sold 5,593 Zions Bancorporation shares in Q2 2025, an estimated $279K.
  • Cresset Asset Management first reported a position in Zions Bancorporation in Q4 2018 and held it in 10 quarters.
  • Cresset Asset Management's Zions Bancorporation position peaked at $1.58M in Q3 2024.
  • 492 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.