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Legacy Wealth Management (Idaho)’s Zions Bancorporation ZION Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-18
Closed -$935 – 834
2025
Q2 		$935 Hold
18
– – ﹤0.01% 601
2025
Q1 		$898 Hold
18
– – ﹤0.01% 651
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 $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
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

Legacy Wealth Management (Idaho)'s ZION Position: Q3 2025 in Review

Legacy Wealth Management (Idaho) sold out of Zions Bancorporation (ZION) in Q3 2025, closing a stake of 18 shares — an estimated $935 sold.

Legacy Wealth Management (Idaho) first reported a position in ZION in Q3 2024 and held it in 4 quarters. The position peaked at $1.08K in Q3 2024. 514 funds tracked by Wall St. Rank hold ZION as of Q3 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Zions Bancorporation position as of Q3 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 18 Zions Bancorporation shares in Q3 2025, an estimated $935.
  • Legacy Wealth Management (Idaho) first reported a position in Zions Bancorporation in Q3 2024 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s Zions Bancorporation position peaked at $1.08K in Q3 2024.
  • 514 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q3 2025, filed 12 Nov 2025.