PCM
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Prelude Capital Management’s Zions Bancorporation ZION Stock Holding History

Prelude Capital 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
Q4 		– Sell
-4,083
Closed -$231K – 1598
2025
Q3 		$231K Sell
4,083
-494
-11% -$27.5K 0.02% 872
2025
Q2 		$238K Buy
+4,577
New +$215K 0.02% 725
2022
Q2 		– Sell
-19,367
Closed -$1.27M – 2104
2022
Q1 		$1.27M Buy
19,367
+13,998
+261% +$958K 0.04% 502
2021
Q4 		$339K Sell
5,369
-3,190
-37% -$204K 0.01% 1244
2021
Q3 		$530K Buy
+8,559
New +$470K 0.01% 861
2021
Q2 		– Sell
-25,869
Closed -$1.42M – 2031
2021
Q1 		$1.42M Buy
25,869
+20,799
+410% +$1.07M 0.04% 463
2020
Q4 		$220K Buy
+5,070
New +$187K 0.01% 1065
2020
Q2 		– Sell
-2,785
Closed -$75K – 2307
2020
Q1 		$75K Sell
2,785
-1,949
-41% -$80.3K 0.01% 668
2019
Q4 		$246K Buy
+4,734
New +$230K 0.01% 792
2019
Q2 		– Sell
-2,926
Closed -$133K – 2209
2019
Q1 		$133K Buy
2,926
+1,146
+64% +$54.7K 0.01% 840
2018
Q4 		$73K Buy
+1,780
New +$83K ﹤0.01% 1021
2018
Q3 		– Sell
-1,490
Closed -$79K – 2088
2018
Q2 		$79K Buy
+1,490
New +$82.2K 0.01% 1001
2017
Q4 		– Sell
-306
Closed -$14K – 1767
2017
Q3 		$14K Sell
306
-64
-17% -$2.85K ﹤0.01% 1386
2017
Q2 		$16K Buy
+370
New +$15.2K ﹤0.01% 1316
2016
Q4 		– Sell
-2,313
Closed -$72K – 1819
2016
Q3 		$72K Buy
+2,313
New +$65.7K 0.01% 925
2015
Q2 		– Sell
-1,300
Closed -$35K – 2087
2015
Q1 		$35K Buy
+1,300
New +$34K ﹤0.01% 1601

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 $3.38T AUM 44.17% 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

Prelude Capital Management's ZION Position: Q4 2025 in Review

Prelude Capital Management sold out of Zions Bancorporation (ZION) in Q4 2025, closing a stake of 4,083 shares — an estimated $231K sold.

Prelude Capital Management first reported a position in ZION in Q1 2015 and held it in 16 quarters. The position peaked at $1.42M in Q1 2021. 558 funds tracked by Wall St. Rank hold ZION as of Q4 2025.

  • Prelude Capital Management reported no remaining Zions Bancorporation position as of Q4 2025 after selling out during the quarter.
  • Prelude Capital Management sold 4,083 Zions Bancorporation shares in Q4 2025, an estimated $231K.
  • Prelude Capital Management first reported a position in Zions Bancorporation in Q1 2015 and held it in 16 quarters.
  • Prelude Capital Management's Zions Bancorporation position peaked at $1.42M in Q1 2021.
  • 558 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2025.

Based on Prelude Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.