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LGT Financial Advisors’s Zions Bancorporation ZION Stock Holding History

LGT Financial Advisors’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
-8
Closed -$416 – 657
2025
Q2 		$416 Buy
+8
New +$375 ﹤0.01% 448

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

LGT Financial Advisors's ZION Position: Q3 2025 in Review

LGT Financial Advisors sold out of Zions Bancorporation (ZION) in Q3 2025, closing a stake of 8 shares — an estimated $416 sold.

LGT Financial Advisors first reported a position in ZION in Q2 2025 and held it in 1 quarter. The position peaked at $416 in Q2 2025. 514 funds tracked by Wall St. Rank hold ZION as of Q3 2025.

  • LGT Financial Advisors reported no remaining Zions Bancorporation position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 8 Zions Bancorporation shares in Q3 2025, an estimated $416.
  • LGT Financial Advisors first reported a position in Zions Bancorporation in Q2 2025 and held it in 1 quarter.
  • LGT Financial Advisors's Zions Bancorporation position peaked at $416 in Q2 2025.
  • 514 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.