NAM
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NorthCrest Asset Manangement’s Zions Bancorporation ZION Stock Holding History

NorthCrest Asset Manangement’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
-5,764
Closed -$287K – 667
2025
Q1 		$287K Buy
+5,764
New +$310K 0.01% 530

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

NorthCrest Asset Manangement's ZION Position: Q2 2025 in Review

NorthCrest Asset Manangement sold out of Zions Bancorporation (ZION) in Q2 2025, closing a stake of 5,764 shares — an estimated $287K sold.

NorthCrest Asset Manangement first reported a position in ZION in Q1 2025 and held it in 1 quarter. The position peaked at $287K in Q1 2025. 492 funds tracked by Wall St. Rank hold ZION as of Q2 2025.

  • NorthCrest Asset Manangement reported no remaining Zions Bancorporation position as of Q2 2025 after selling out during the quarter.
  • NorthCrest Asset Manangement sold 5,764 Zions Bancorporation shares in Q2 2025, an estimated $287K.
  • NorthCrest Asset Manangement first reported a position in Zions Bancorporation in Q1 2025 and held it in 1 quarter.
  • NorthCrest Asset Manangement's Zions Bancorporation position peaked at $287K in Q1 2025.
  • 492 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2025.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2025, filed 10 Jul 2025.