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Parkworth Wealth Management’s Zions Bancorporation ZION Stock Holding History

Parkworth Wealth Management’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
Q2 		$312 Hold
6
– – ﹤0.01% 781
2025
Q1 		$299 Hold
6
– – ﹤0.01% 596
2024
Q4 		$326 Buy
+6
New +$329 ﹤0.01% 581

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Parkworth Wealth Management's ZION Position: Q2 2025 in Review

Parkworth Wealth Management held its Zions Bancorporation (ZION) position steady in Q2 2025 at 6 shares worth $312. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Parkworth Wealth Management first reported a position in ZION in Q4 2024 and has held it in 3 quarters since. The position peaked at $326 in Q4 2024. 491 funds tracked by Wall St. Rank hold ZION as of Q2 2025.

  • Parkworth Wealth Management held 6 shares of Zions Bancorporation worth $312 as of Q2 2025.
  • Parkworth Wealth Management left its Zions Bancorporation share count unchanged in Q2 2025.
  • Zions Bancorporation made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #781 holding.
  • Parkworth Wealth Management first reported a position in Zions Bancorporation in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Zions Bancorporation position peaked at $326 in Q4 2024.
  • 491 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.