Kayne Anderson Rudnick Investment Management’s Zions Bancorporation ZION Stock Holding History

Kayne Anderson Rudnick 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
2026 Q1	$182K	Sell	3,156 -3,867	-55%	-$228K	﹤0.01%	508
2025 Q4	$411K	Hold	7,023	–	–	﹤0.01%	457
2025 Q3	$397K	Sell	7,023 -1,326	-16%	-$73.8K	﹤0.01%	455
2025 Q2	$434K	Sell	8,349 -176	-2%	-$8.26K	﹤0.01%	441
2025 Q1	$425K	Sell	8,525 -1,500	-15%	-$80.8K	﹤0.01%	426
2024 Q4	$544K	Buy	10,025 +10,000	+40,000%	+$548K	﹤0.01%	410
2024 Q3	$1.18K	Sell	25 -5	-17%	-$237	﹤0.01%	861
2024 Q2	$1.3K	Buy	30 +5	+20%	+$211	﹤0.01%	822
2024 Q1	$1.08K	Hold	25	–	–	﹤0.01%	832
2023 Q4	$1.1K	Buy	+25	New	+$903	﹤0.01%	817

Other funds holding ZION

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's ZION Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Zions Bancorporation (ZION) stake by 55% in Q1 2026, selling an estimated $228K and leaving 3,156 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Kayne Anderson Rudnick Investment Management first reported a position in ZION in Q4 2023 and has held it in 10 quarters since. The position peaked at $544K in Q4 2024. 562 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

Kayne Anderson Rudnick Investment Management held 3,156 shares of Zions Bancorporation worth $182K as of Q1 2026.
Kayne Anderson Rudnick Investment Management sold 3,867 Zions Bancorporation shares in Q1 2026, an estimated $228K.
Zions Bancorporation made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #508 holding.
Kayne Anderson Rudnick Investment Management first reported a position in Zions Bancorporation in Q4 2023 and has held it in 10 quarters since.
Kayne Anderson Rudnick Investment Management's Zions Bancorporation position peaked at $544K in Q4 2024.
562 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.