GW&K Investment Management’s Zions Bancorporation ZION Stock Holding History

GW&K Investment 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	-24	Closed	-$1K	–	1046
2025 Q1	$1K	Hold	24	–	–	﹤0.01%	1003
2024 Q4	$1K	Hold	24	–	–	﹤0.01%	967
2024 Q3	$1K	Hold	24	–	–	﹤0.01%	953
2024 Q2	$1K	Hold	24	–	–	﹤0.01%	933
2024 Q1	$1K	Sell	24 -9	-27%	-$371	﹤0.01%	917
2023 Q4	$1K	Buy	+33	New	+$1.19K	﹤0.01%	924
2022 Q3	–	Sell	-14	Closed	-$1K	–	836
2022 Q2	$1K	Buy	14 +5	+56%	+$284	﹤0.01%	829
2022 Q1	$1K	Buy	+9	New	+$616	﹤0.01%	806

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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 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

GW&K Investment Management's ZION Position: Q2 2025 in Review

GW&K Investment Management sold out of Zions Bancorporation (ZION) in Q2 2025, closing a stake of 24 shares — an estimated $1K sold.

GW&K Investment Management first reported a position in ZION in Q1 2022 and held it in 8 quarters. The position peaked at $1K in Q1 2025. 492 funds tracked by Wall St. Rank hold ZION as of Q2 2025.

GW&K Investment Management reported no remaining Zions Bancorporation position as of Q2 2025 after selling out during the quarter.
GW&K Investment Management sold 24 Zions Bancorporation shares in Q2 2025, an estimated $1K.
GW&K Investment Management first reported a position in Zions Bancorporation in Q1 2022 and held it in 8 quarters.
GW&K Investment Management's Zions Bancorporation position peaked at $1K in Q1 2025.
492 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2025.

Based on GW&K Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.