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PharVision Advisers’s Zions Bancorporation ZION Stock Holding History

PharVision Advisers’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
2026
Q1 		– Sell
-6,991
Closed -$409K – 665
2025
Q4 		$409K Buy
6,991
+1,209
+21% +$65.8K 0.21% 114
2025
Q3 		$327K Buy
+5,782
New +$322K 0.18% 176
2025
Q2 		– Sell
-6,864
Closed -$342K – 453
2025
Q1 		$342K Buy
+6,864
New +$370K 0.47% 71

Other funds holding ZION

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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

PharVision Advisers's ZION Position: Q1 2026 in Review

PharVision Advisers sold out of Zions Bancorporation (ZION) in Q1 2026, closing a stake of 6,991 shares — an estimated $409K sold.

PharVision Advisers first reported a position in ZION in Q1 2025 and held it in 3 quarters. The position peaked at $409K in Q4 2025. 566 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • PharVision Advisers reported no remaining Zions Bancorporation position as of Q1 2026 after selling out during the quarter.
  • PharVision Advisers sold 6,991 Zions Bancorporation shares in Q1 2026, an estimated $409K.
  • PharVision Advisers first reported a position in Zions Bancorporation in Q1 2025 and held it in 3 quarters.
  • PharVision Advisers's Zions Bancorporation position peaked at $409K in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on PharVision Advisers's 13F filing for Q1 2026, filed 22 Apr 2026.