OC
ZION icon

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 $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

Oppenheimer & Co's ZION Position: Q3 2025 in Review

Oppenheimer & Co sold out of Zions Bancorporation (ZION) in Q3 2025, closing a stake of 5,500 shares — an estimated $286K sold.

Oppenheimer & Co first reported a position in ZION in Q4 2021 and held it in 5 quarters. The position peaked at $397K in Q1 2022. 514 funds tracked by Wall St. Rank hold ZION as of Q3 2025.

  • Oppenheimer & Co reported no remaining Zions Bancorporation position as of Q3 2025 after selling out during the quarter.
  • Oppenheimer & Co sold 5,500 Zions Bancorporation shares in Q3 2025, an estimated $286K.
  • Oppenheimer & Co first reported a position in Zions Bancorporation in Q4 2021 and held it in 5 quarters.
  • Oppenheimer & Co's Zions Bancorporation position peaked at $397K in Q1 2022.
  • 514 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2025.

Based on Oppenheimer & Co's 13F filing for Q3 2025, filed 6 Nov 2025.