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Prime Capital Investment Advisors’s Zions Bancorporation ZION Stock Holding History

Prime Capital Investment Advisors’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
-3,818
Closed -$224K – 1116
2025
Q4 		$224K Sell
3,818
-7
-0.2% -$381 ﹤0.01% 928
2025
Q3 		$216K Buy
+3,825
New +$213K ﹤0.01% 915
2025
Q1 		– Sell
-3,817
Closed -$207K – 1106
2024
Q4 		$207K Buy
+3,817
New +$209K ﹤0.01% 855

Other funds holding ZION

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Prime Capital Investment Advisors's ZION Position: Q1 2026 in Review

Prime Capital Investment Advisors sold out of Zions Bancorporation (ZION) in Q1 2026, closing a stake of 3,818 shares — an estimated $224K sold.

Prime Capital Investment Advisors first reported a position in ZION in Q4 2024 and held it in 3 quarters. The position peaked at $224K in Q4 2025. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Prime Capital Investment Advisors reported no remaining Zions Bancorporation position as of Q1 2026 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 3,818 Zions Bancorporation shares in Q1 2026, an estimated $224K.
  • Prime Capital Investment Advisors first reported a position in Zions Bancorporation in Q4 2024 and held it in 3 quarters.
  • Prime Capital Investment Advisors's Zions Bancorporation position peaked at $224K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.