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NorthRock Partners’s Zions Bancorporation ZION Stock Holding History

NorthRock Partners’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
Q3 		– Sell
-3,892
Closed -$202K – 916
2025
Q2 		$202K Sell
3,892
-295
-7% -$13.8K 0.01% 650
2025
Q1 		$209K Sell
4,187
-442
-10% -$23.8K 0.01% 560
2024
Q4 		$251K Sell
4,629
-1,776
-28% -$97.3K 0.01% 520
2024
Q3 		$302K Buy
6,405
+15
+0.2% +$710 0.01% 494
2024
Q2 		$277K Buy
6,390
+1
+0% +$42 0.01% 499
2024
Q1 		$277K Buy
6,389
+729
+13% +$30.1K 0.01% 496
2023
Q4 		$248K Buy
+5,660
New +$204K 0.01% 496

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 $3.37T AUM 44.26% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

NorthRock Partners's ZION Position: Q3 2025 in Review

NorthRock Partners sold out of Zions Bancorporation (ZION) in Q3 2025, closing a stake of 3,892 shares — an estimated $202K sold.

NorthRock Partners first reported a position in ZION in Q4 2023 and held it in 7 quarters. The position peaked at $302K in Q3 2024. 514 funds tracked by Wall St. Rank hold ZION as of Q3 2025.

  • NorthRock Partners reported no remaining Zions Bancorporation position as of Q3 2025 after selling out during the quarter.
  • NorthRock Partners sold 3,892 Zions Bancorporation shares in Q3 2025, an estimated $202K.
  • NorthRock Partners first reported a position in Zions Bancorporation in Q4 2023 and held it in 7 quarters.
  • NorthRock Partners's Zions Bancorporation position peaked at $302K in Q3 2024.
  • 514 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2025.

Based on NorthRock Partners's 13F filing for Q3 2025, filed 14 Nov 2025.