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Impact Partnership Wealth’s Zions Bancorporation ZION Stock Holding History

Impact Partnership Wealth’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
-3,815
Closed -$216K – 434
2025
Q3 		$216K Sell
3,815
-301
-7% -$16.7K 0.03% 283
2025
Q2 		$214K Buy
+4,116
New +$193K 0.04% 267
2025
Q1 		– Sell
-6,117
Closed -$332K – 350
2024
Q4 		$332K Buy
6,117
+415
+7% +$22.7K 0.07% 186
2024
Q3 		$269K Sell
5,702
-224
-4% -$10.6K 0.06% 190
2024
Q2 		$257K Buy
5,926
+934
+19% +$39.4K 0.07% 177
2024
Q1 		$217K Sell
4,992
-792
-14% -$32.7K 0.09% 159
2023
Q4 		$254K Buy
5,784
+1,478
+34% +$53.4K 0.09% 142
2023
Q3 		$150K Buy
+4,306
New +$150K 0.05% 226

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

Impact Partnership Wealth's ZION Position: Q4 2025 in Review

Impact Partnership Wealth sold out of Zions Bancorporation (ZION) in Q4 2025, closing a stake of 3,815 shares — an estimated $216K sold.

Impact Partnership Wealth first reported a position in ZION in Q3 2023 and held it in 8 quarters. The position peaked at $332K in Q4 2024. 557 funds tracked by Wall St. Rank hold ZION as of Q4 2025.

  • Impact Partnership Wealth reported no remaining Zions Bancorporation position as of Q4 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 3,815 Zions Bancorporation shares in Q4 2025, an estimated $216K.
  • Impact Partnership Wealth first reported a position in Zions Bancorporation in Q3 2023 and held it in 8 quarters.
  • Impact Partnership Wealth's Zions Bancorporation position peaked at $332K in Q4 2024.
  • 557 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2025.

Based on Impact Partnership Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.