Kovitz Investment Group Partners
ZION icon

Kovitz Investment Group Partners’s Zions Bancorporation ZION Stock Holding History

Kovitz Investment Group Partners’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
-10,638
Closed -$602K – 1374
2025
Q3 		$602K Buy
10,638
+5,916
+125% +$329K ﹤0.01% 973
2025
Q2 		$245K Sell
4,722
-670
-12% -$31.4K ﹤0.01% 1208
2025
Q1 		$269K Buy
5,392
+539
+11% +$29K ﹤0.01% 1093
2024
Q4 		$264K Buy
+4,853
New +$266K ﹤0.01% 1081

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Kovitz Investment Group Partners's ZION Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Zions Bancorporation (ZION) in Q4 2025, closing a stake of 10,638 shares — an estimated $602K sold.

Kovitz Investment Group Partners first reported a position in ZION in Q4 2024 and held it in 4 quarters. The position peaked at $602K in Q3 2025. 558 funds tracked by Wall St. Rank hold ZION as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Zions Bancorporation position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 10,638 Zions Bancorporation shares in Q4 2025, an estimated $602K.
  • Kovitz Investment Group Partners first reported a position in Zions Bancorporation in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Zions Bancorporation position peaked at $602K in Q3 2025.
  • 558 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.