NP
ZION icon

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 $5.7T 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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return