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Iron Horse Wealth Management’s Zions Bancorporation ZION Stock Holding History

Iron Horse 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
Q2 		– Sell
-12
Closed -$598 – 645
2025
Q1 		$598 Buy
+12
New +$646 ﹤0.01% 547

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 $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
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
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

Iron Horse Wealth Management's ZION Position: Q2 2025 in Review

Iron Horse Wealth Management sold out of Zions Bancorporation (ZION) in Q2 2025, closing a stake of 12 shares — an estimated $598 sold.

Iron Horse Wealth Management first reported a position in ZION in Q1 2025 and held it in 1 quarter. The position peaked at $598 in Q1 2025. 492 funds tracked by Wall St. Rank hold ZION as of Q2 2025.

  • Iron Horse Wealth Management reported no remaining Zions Bancorporation position as of Q2 2025 after selling out during the quarter.
  • Iron Horse Wealth Management sold 12 Zions Bancorporation shares in Q2 2025, an estimated $598.
  • Iron Horse Wealth Management first reported a position in Zions Bancorporation in Q1 2025 and held it in 1 quarter.
  • Iron Horse Wealth Management's Zions Bancorporation position peaked at $598 in Q1 2025.
  • 492 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.