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Oppenheimer & Co’s Zions Bancorporation ZION Stock Holding History

Oppenheimer & Co’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
-5,500
Closed -$286K – 1744
2025
Q2 		$286K Buy
5,500
+1,000
+22% +$46.9K ﹤0.01% 1378
2025
Q1 		$224K Buy
+4,500
New +$242K ﹤0.01% 1409
2022
Q3 		– Sell
-5,056
Closed -$257K – 1473
2022
Q2 		$257K Sell
5,056
-1,000
-17% -$56.8K 0.01% 1162
2022
Q1 		$397K Buy
6,056
+2,706
+81% +$185K 0.01% 1085
2021
Q4 		$211K Buy
+3,350
New +$214K ﹤0.01% 1381

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