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Nicolet Advisory Services’s Zions Bancorporation ZION Stock Holding History

Nicolet Advisory Services’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 		$235K Buy
3,965
+52
+1% +$2.83K 0.02% 376
2025
Q3 		$222K Buy
+3,913
New +$218K 0.02% 373

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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

Nicolet Advisory Services's ZION Position: Q4 2025 in Review

Nicolet Advisory Services increased its Zions Bancorporation (ZION) stake by 1.3% in Q4 2025, buying an estimated $2.83K and bringing the position to 3,965 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #376.

Nicolet Advisory Services first reported a position in ZION in Q3 2025 and has held it in 2 quarters since. 557 funds tracked by Wall St. Rank hold ZION as of Q4 2025.

  • Nicolet Advisory Services held 3,965 shares of Zions Bancorporation worth $235K as of Q4 2025.
  • Nicolet Advisory Services bought 52 Zions Bancorporation shares in Q4 2025, an estimated $2.83K.
  • Zions Bancorporation made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #376 holding.
  • Nicolet Advisory Services first reported a position in Zions Bancorporation in Q3 2025 and has held it in 2 quarters since.
  • 557 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.