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Legacy Investment Solutions’s Zions Bancorporation ZION Stock Holding History

Legacy Investment Solutions’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 		$935 Buy
+18
New +$844 ﹤0.01% 601
2024
Q4 		$1.03K Hold
18
– – ﹤0.01% 587
2024
Q3 		$1.08K Buy
+18
New +$852 ﹤0.01% 539

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Legacy Investment Solutions's ZION Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Zions Bancorporation (ZION) in Q2 2025: 18 shares worth $935. The stake represents ﹤0.01% of the portfolio and ranks #601 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in ZION as recently as Q4 2024.

Legacy Investment Solutions first reported a position in ZION in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.08K in Q3 2024. 491 funds tracked by Wall St. Rank hold ZION as of Q2 2025.

  • Legacy Investment Solutions held 18 shares of Zions Bancorporation worth $935 as of Q2 2025.
  • Zions Bancorporation was a new Legacy Investment Solutions position in Q2 2025.
  • Zions Bancorporation made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #601 holding.
  • Legacy Investment Solutions first reported a position in Zions Bancorporation in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Zions Bancorporation position peaked at $1.08K in Q3 2024.
  • 491 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.