IWA
ZION icon

Icon Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

Icon Wealth Advisors’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
-2,465
Closed -$139K – 535
2025
Q3 		$139K Buy
2,465
+230
+10% +$12.8K 0.01% 438
2025
Q2 		$116K Buy
+2,235
New +$105K 0.01% 474

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

Icon Wealth Advisors's ZION Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Zions Bancorporation (ZION) in Q4 2025, closing a stake of 2,465 shares — an estimated $139K sold.

Icon Wealth Advisors first reported a position in ZION in Q2 2025 and held it in 2 quarters. The position peaked at $139K in Q3 2025. 557 funds tracked by Wall St. Rank hold ZION as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Zions Bancorporation position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 2,465 Zions Bancorporation shares in Q4 2025, an estimated $139K.
  • Icon Wealth Advisors first reported a position in Zions Bancorporation in Q2 2025 and held it in 2 quarters.
  • Icon Wealth Advisors's Zions Bancorporation position peaked at $139K in Q3 2025.
  • 557 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.