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Laird Norton Wetherby Wealth Management’s Zions Bancorporation ZION Stock Holding History

Laird Norton Wetherby 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
Q3 		$223K Sell
3,945
-67
-2% -$3.73K 0.01% 852
2025
Q2 		$208K Buy
+4,012
New +$188K 0.01% 858
2024
Q4 		$225K Buy
+4,156
New +$228K 0.01% 798
2023
Q1 		– Sell
-5,750
Closed -$283K – 951
2022
Q4 		$283K Buy
5,750
+86
+2% +$4.3K 0.02% 706
2022
Q3 		$288K Sell
5,664
-386
-6% -$21.1K 0.02% 674
2022
Q2 		$308K Sell
6,050
-115
-2% -$6.54K 0.02% 671
2022
Q1 		$404K Buy
6,165
+51
+0.8% +$3.49K 0.02% 583
2021
Q4 		$386K Sell
6,114
-79
-1% -$5.04K 0.02% 629
2021
Q3 		$383K Buy
6,193
+131
+2% +$7.2K 0.02% 609
2021
Q2 		$320K Sell
6,062
-8
-0.1% -$448 0.02% 695
2021
Q1 		$334K Sell
6,070
-169
-3% -$8.7K 0.03% 568
2020
Q4 		$271K Buy
+6,239
New +$231K 0.02% 703
2020
Q3 		– Sell
-6,549
Closed -$223K – 750
2020
Q2 		$223K Buy
+6,549
New +$207K 0.02% 609
2018
Q4 		– Sell
-4,290
Closed -$215K – 684
2018
Q3 		$215K Sell
4,290
-85
-2% -$4.49K 0.03% 608
2018
Q2 		$230K Hold
4,375
– – 0.03% 558
2018
Q1 		$231K Sell
4,375
-16
-0.4% -$861 0.03% 559
2017
Q4 		$223K Buy
4,391
+92
+2% +$4.41K 0.03% 568
2017
Q3 		$203K Buy
+4,299
New +$191K 0.03% 567
2017
Q1 		– Sell
-4,701
Closed -$202K – 571
2016
Q4 		$202K Buy
+4,701
New +$173K 0.04% 496

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 $3.37T AUM 44.26% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's ZION Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Zions Bancorporation (ZION) stake by 1.7% in Q3 2025, selling an estimated $3.73K and leaving 3,945 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #852.

Laird Norton Wetherby Wealth Management first reported a position in ZION in Q4 2016 and has held it in 19 quarters since. The position peaked at $404K in Q1 2022. 514 funds tracked by Wall St. Rank hold ZION as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 3,945 shares of Zions Bancorporation worth $223K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 67 Zions Bancorporation shares in Q3 2025, an estimated $3.73K.
  • Zions Bancorporation made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #852 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Zions Bancorporation in Q4 2016 and has held it in 19 quarters since.
  • Laird Norton Wetherby Wealth Management's Zions Bancorporation position peaked at $404K in Q1 2022.
  • 514 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.