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Hemington Wealth Management’s Zions Bancorporation ZION Stock Holding History

Hemington 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
2025
Q3 		$17K Buy
308
+15
+5% +$835 ﹤0.01% 707
2025
Q2 		$15K Buy
293
+26
+10% +$1.22K ﹤0.01% 733
2025
Q1 		$13K Buy
267
+41
+18% +$2.21K ﹤0.01% 738
2024
Q4 		$12K Buy
226
+33
+17% +$1.81K ﹤0.01% 719
2024
Q3 		$10K Buy
+193
New +$9.14K ﹤0.01% 722

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 $3.37T AUM 44.26% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Hemington Wealth Management's ZION Position: Q3 2025 in Review

Hemington Wealth Management increased its Zions Bancorporation (ZION) stake by 5.1% in Q3 2025, buying an estimated $835 and bringing the position to 308 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Hemington Wealth Management first reported a position in ZION in Q3 2024 and has held it in 5 quarters since. 514 funds tracked by Wall St. Rank hold ZION as of Q3 2025.

  • Hemington Wealth Management held 308 shares of Zions Bancorporation worth $17K as of Q3 2025.
  • Hemington Wealth Management bought 15 Zions Bancorporation shares in Q3 2025, an estimated $835.
  • Zions Bancorporation made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #707 holding.
  • Hemington Wealth Management first reported a position in Zions Bancorporation in Q3 2024 and has held it in 5 quarters since.
  • 514 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.