Lido Advisors
ZION icon

Lido Advisors’s Zions Bancorporation ZION Stock Holding History

Lido 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
2026
Q1 		$600K Sell
10,416
-1,370
-12% -$80.7K ﹤0.01% 1200
2025
Q4 		$675K Buy
11,786
+37
+0.3% +$2.02K ﹤0.01% 1174
2025
Q3 		$665K Buy
11,749
+601
+5% +$33.4K ﹤0.01% 1113
2025
Q2 		$579K Buy
11,148
+3,108
+39% +$146K ﹤0.01% 1053
2025
Q1 		$401K Buy
8,040
+2,592
+48% +$140K ﹤0.01% 1089
2024
Q4 		$296K Sell
5,448
-173
-3% -$9.48K ﹤0.01% 1221
2024
Q3 		$265K Sell
5,621
-588
-9% -$27.8K ﹤0.01% 1211
2024
Q2 		$269K Buy
6,209
+44
+0.7% +$1.86K ﹤0.01% 1174
2024
Q1 		$268K Sell
6,165
-432
-7% -$17.8K ﹤0.01% 1143
2023
Q4 		$289K Buy
6,597
+853
+15% +$30.8K ﹤0.01% 1046
2023
Q3 		$200K Buy
+5,744
New +$200K ﹤0.01% 1082

Other funds holding ZION

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Lido Advisors's ZION Position: Q1 2026 in Review

Lido Advisors reduced its Zions Bancorporation (ZION) stake by 12% in Q1 2026, selling an estimated $80.7K and leaving 10,416 shares worth $600K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Lido Advisors first reported a position in ZION in Q3 2023 and has held it in 11 quarters since. The position peaked at $675K in Q4 2025. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Lido Advisors held 10,416 shares of Zions Bancorporation worth $600K as of Q1 2026.
  • Lido Advisors sold 1,370 Zions Bancorporation shares in Q1 2026, an estimated $80.7K.
  • Zions Bancorporation made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1200 holding.
  • Lido Advisors first reported a position in Zions Bancorporation in Q3 2023 and has held it in 11 quarters since.
  • Lido Advisors's Zions Bancorporation position peaked at $675K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.