Loomis, Sayles & Company’s Zions Bancorporation ZION Stock Holding History

Loomis, Sayles & Company’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	–	Sell	-12,916	Closed	-$644K	–	815
2025 Q1	$644K	Buy	+12,916	New	+$696K	﹤0.01%	491
2023 Q4	–	Sell	-2,481,311	Closed	-$86.6M	–	1058
2023 Q3	$86.6M	Sell	2,481,311 -983,084	-28%	-$34.3M	0.15%	68
2023 Q2	$93.1M	Buy	3,464,395 +1,111,507	+47%	+$30.8M	0.15%	70
2023 Q1	$70.4M	Buy	2,352,888 +914,873	+64%	+$41.9M	0.12%	84
2022 Q4	$70.7M	Buy	+1,438,015	New	+$71.9M	0.14%	84
2022 Q3	–	Sell	-148	Closed	-$8K	–	1065
2022 Q2	$8K	Hold	148	–	–	﹤0.01%	699
2022 Q1	$10K	Buy	+148	New	+$10.1K	﹤0.01%	723
2021 Q3	–	Sell	-180	Closed	-$10K	–	938
2021 Q2	$10K	Hold	180	–	–	﹤0.01%	786
2021 Q1	$10K	Buy	+180	New	+$9.27K	﹤0.01%	799

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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 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

Loomis, Sayles & Company's ZION Position: Q2 2025 in Review

Loomis, Sayles & Company sold out of Zions Bancorporation (ZION) in Q2 2025, closing a stake of 12,916 shares — an estimated $644K sold.

Loomis, Sayles & Company first reported a position in ZION in Q1 2021 and held it in 9 quarters. The position peaked at $93.1M in Q2 2023. 491 funds tracked by Wall St. Rank hold ZION as of Q2 2025.

Loomis, Sayles & Company reported no remaining Zions Bancorporation position as of Q2 2025 after selling out during the quarter.
Loomis, Sayles & Company sold 12,916 Zions Bancorporation shares in Q2 2025, an estimated $644K.
Loomis, Sayles & Company first reported a position in Zions Bancorporation in Q1 2021 and held it in 9 quarters.
Loomis, Sayles & Company's Zions Bancorporation position peaked at $93.1M in Q2 2023.
491 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2025.

Based on Loomis, Sayles & Company's 13F filing for Q2 2025, filed 13 Aug 2025.