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Delta Capital Management’s Zions Bancorporation ZION Stock Holding History

Delta Capital 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
Q4 		– Sell
-4,150
Closed -$235K – 105
2025
Q3 		$235K Sell
4,150
-210
-5% -$11.7K 0.12% 91
2025
Q2 		$226K Hold
4,360
– – 0.13% 93
2025
Q1 		$217K Sell
4,360
-100
-2% -$5.38K 0.13% 98
2024
Q4 		$242K Buy
+4,460
New +$244K 0.14% 97

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $11.3B AUM 53% 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

Delta Capital Management's ZION Position: Q4 2025 in Review

Delta Capital Management sold out of Zions Bancorporation (ZION) in Q4 2025, closing a stake of 4,150 shares — an estimated $235K sold.

Delta Capital Management first reported a position in ZION in Q4 2024 and held it in 4 quarters. The position peaked at $242K in Q4 2024. 557 funds tracked by Wall St. Rank hold ZION as of Q4 2025.

  • Delta Capital Management reported no remaining Zions Bancorporation position as of Q4 2025 after selling out during the quarter.
  • Delta Capital Management sold 4,150 Zions Bancorporation shares in Q4 2025, an estimated $235K.
  • Delta Capital Management first reported a position in Zions Bancorporation in Q4 2024 and held it in 4 quarters.
  • Delta Capital Management's Zions Bancorporation position peaked at $242K in Q4 2024.
  • 557 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2025.

Based on Delta Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.