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DT Investment Partners’s Zions Bancorporation ZION Stock Holding History

DT Investment Partners’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 		– Sell
-260
Closed -$15.2K – 549
2025
Q4 		$15.2K Hold
260
– – ﹤0.01% 369
2025
Q3 		$14.7K Hold
260
– – ﹤0.01% 366
2025
Q2 		$13.5K Hold
260
– – ﹤0.01% 367
2025
Q1 		$13K Hold
260
– – ﹤0.01% 367
2024
Q4 		$14.1K Hold
260
– – ﹤0.01% 364
2024
Q3 		$12.3K Buy
+260
New +$12.3K ﹤0.01% 421

Other funds holding ZION

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

DT Investment Partners's ZION Position: Q1 2026 in Review

DT Investment Partners sold out of Zions Bancorporation (ZION) in Q1 2026, closing a stake of 260 shares — an estimated $15.2K sold.

DT Investment Partners first reported a position in ZION in Q3 2024 and held it in 6 quarters. The position peaked at $15.2K in Q4 2025. 566 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • DT Investment Partners reported no remaining Zions Bancorporation position as of Q1 2026 after selling out during the quarter.
  • DT Investment Partners sold 260 Zions Bancorporation shares in Q1 2026, an estimated $15.2K.
  • DT Investment Partners first reported a position in Zions Bancorporation in Q3 2024 and held it in 6 quarters.
  • DT Investment Partners's Zions Bancorporation position peaked at $15.2K in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on DT Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.