Meritage Portfolio Management’s Zions Bancorporation ZION Stock Holding History

Meritage Portfolio Management’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 Q4	$462K	Sell	7,893 -1,726	-18%	-$94K	0.03%	229
2025 Q3	$544K	Sell	9,619 -5,184	-35%	-$288K	0.04%	224
2025 Q2	$769K	Buy	14,803 +6,555	+79%	+$308K	0.05%	208
2025 Q1	$411K	Buy	+8,248	New	+$444K	0.03%	259
2020 Q1	–	Sell	-58,954	Closed	-$3.06M	–	249
2019 Q4	$3.06M	Sell	58,954 -879	-1%	-$42.7K	0.27%	126
2019 Q3	$2.66M	Buy	59,833 +47,545	+387%	+$2.05M	0.25%	145
2019 Q2	$565K	Buy	+12,288	New	+$568K	0.06%	177

Other funds holding ZION

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Meritage Portfolio Management's ZION Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Zions Bancorporation (ZION) stake by 18% in Q4 2025, selling an estimated $94K and leaving 7,893 shares worth $462K. The position accounts for 0.03% of the portfolio, ranked #229.

Meritage Portfolio Management first reported a position in ZION in Q2 2019 and has held it in 7 quarters since. The position peaked at $3.06M in Q4 2019. 558 funds tracked by Wall St. Rank hold ZION as of Q4 2025.

Meritage Portfolio Management held 7,893 shares of Zions Bancorporation worth $462K as of Q4 2025.
Meritage Portfolio Management sold 1,726 Zions Bancorporation shares in Q4 2025, an estimated $94K.
Zions Bancorporation made up 0.03% of Meritage Portfolio Management's portfolio in Q4 2025, its #229 holding.
Meritage Portfolio Management first reported a position in Zions Bancorporation in Q2 2019 and has held it in 7 quarters since.
Meritage Portfolio Management's Zions Bancorporation position peaked at $3.06M in Q4 2019.
558 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.