DWM
ZION icon

Drive Wealth Management’s Zions Bancorporation ZION Stock Holding History

Drive Wealth 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
2026
Q1 		$265K Buy
4,597
+585
+15% +$34.5K 0.06% 281
2025
Q4 		$235K Sell
4,012
-3
-0.1% -$163 0.05% 322
2025
Q3 		$227K Sell
4,015
-1,807
-31% -$101K 0.05% 304
2025
Q2 		$302K Sell
5,822
-160
-3% -$7.51K 0.07% 238
2025
Q1 		$298K Sell
5,982
-38
-0.6% -$2.05K 0.07% 222
2024
Q4 		$327K Buy
6,020
+46
+0.8% +$2.52K 0.08% 198
2024
Q3 		$282K Buy
5,974
+23
+0.4% +$1.09K 0.07% 225
2024
Q2 		$258K Buy
5,951
+74
+1% +$3.12K 0.07% 233
2024
Q1 		$255K Buy
5,877
+184
+3% +$7.59K 0.07% 233
2023
Q4 		$250K Buy
+5,693
New +$206K 0.08% 232

Other funds holding ZION

BlackRock
BlackRock New York $5.7T 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