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ORG Partners’s Zions Bancorporation ZION Stock Holding History

ORG 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
Q4 		$3.8K Buy
+65
New +$3.54K ﹤0.01% 1293
2024
Q3 		– Sell
-754
Closed -$32.7K – 1395
2024
Q2 		$32.7K Buy
+754
New +$31.8K ﹤0.01% 927
2023
Q3 		– Sell
-7
Closed -$200 – 1620
2023
Q2 		$200 Buy
+7
New +$194 ﹤0.01% 1322

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

ORG Partners's ZION Position: Q4 2025 in Review

ORG Partners opened a new position in Zions Bancorporation (ZION) in Q4 2025: 65 shares worth $3.8K. The stake represents ﹤0.01% of the portfolio and ranks #1293 among its holdings. This is a return to the name: ORG Partners previously reported a position in ZION as recently as Q2 2024.

ORG Partners first reported a position in ZION in Q2 2023 and has held it in 3 quarters since. The position peaked at $32.7K in Q2 2024. 558 funds tracked by Wall St. Rank hold ZION as of Q4 2025.

  • ORG Partners held 65 shares of Zions Bancorporation worth $3.8K as of Q4 2025.
  • Zions Bancorporation was a new ORG Partners position in Q4 2025.
  • Zions Bancorporation made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1293 holding.
  • ORG Partners first reported a position in Zions Bancorporation in Q2 2023 and has held it in 3 quarters since.
  • ORG Partners's Zions Bancorporation position peaked at $32.7K in Q2 2024.
  • 558 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.