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Picton Mahoney Asset Management’s Zions Bancorporation ZION Stock Holding History

Picton Mahoney Asset 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 		– Sell
-493
Closed -$25K – 1198
2025
Q1 		$25K Buy
+493
New +$26.5K ﹤0.01% 502
2024
Q1 		– Sell
-9,480
Closed -$415K – 478
2023
Q4 		$415K Buy
+9,480
New +$342K 0.01% 256

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

Picton Mahoney Asset Management's ZION Position: Q2 2025 in Review

Picton Mahoney Asset Management sold out of Zions Bancorporation (ZION) in Q2 2025, closing a stake of 493 shares — an estimated $25K sold.

Picton Mahoney Asset Management first reported a position in ZION in Q4 2023 and held it in 2 quarters. The position peaked at $415K in Q4 2023. 491 funds tracked by Wall St. Rank hold ZION as of Q2 2025.

  • Picton Mahoney Asset Management reported no remaining Zions Bancorporation position as of Q2 2025 after selling out during the quarter.
  • Picton Mahoney Asset Management sold 493 Zions Bancorporation shares in Q2 2025, an estimated $25K.
  • Picton Mahoney Asset Management first reported a position in Zions Bancorporation in Q4 2023 and held it in 2 quarters.
  • Picton Mahoney Asset Management's Zions Bancorporation position peaked at $415K in Q4 2023.
  • 491 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2025.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.