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Principal Securities’s Zions Bancorporation ZION Stock Holding History

Principal Securities’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
-87
Closed -$4.92K – 3567
2025
Q3 		$4.92K Buy
87
+35
+67% +$1.95K ﹤0.01% 2971
2025
Q2 		$2.7K Sell
52
-1,342
-96% -$63K ﹤0.01% 3050
2025
Q1 		$75.6K Hold
1,394
– – ﹤0.01% 1560
2024
Q4 		$75.6K Sell
1,394
-655
-32% -$35.9K ﹤0.01% 1557
2024
Q3 		$96.8K Sell
2,049
-43
-2% -$2.04K ﹤0.01% 1414
2024
Q2 		$90.7K Sell
2,092
-58
-3% -$2.45K ﹤0.01% 1373
2024
Q1 		$93.3K Sell
2,150
-715
-25% -$29.5K ﹤0.01% 1304
2023
Q4 		$126K Buy
+2,865
New +$103K ﹤0.01% 1111

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 $3.37T 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
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

Principal Securities's ZION Position: Q4 2025 in Review

Principal Securities sold out of Zions Bancorporation (ZION) in Q4 2025, closing a stake of 87 shares — an estimated $4.92K sold.

Principal Securities first reported a position in ZION in Q4 2023 and held it in 8 quarters. The position peaked at $126K in Q4 2023. 558 funds tracked by Wall St. Rank hold ZION as of Q4 2025.

  • Principal Securities reported no remaining Zions Bancorporation position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 87 Zions Bancorporation shares in Q4 2025, an estimated $4.92K.
  • Principal Securities first reported a position in Zions Bancorporation in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Zions Bancorporation position peaked at $126K in Q4 2023.
  • 558 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.