PWMG
ZION icon

Private Wealth Management Group’s Zions Bancorporation ZION Stock Holding History

Private Wealth Management Group’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 		$6.92K Hold
120
– – ﹤0.01% 651
2025
Q4 		$7.03K Sell
120
-61
-34% -$3.32K ﹤0.01% 639
2025
Q3 		$10.2K Hold
181
– – ﹤0.01% 501
2025
Q2 		$9.4K Hold
181
– – ﹤0.01% 507
2025
Q1 		$9.03K Hold
181
– – ﹤0.01% 501
2024
Q4 		$9.82K Hold
181
– – ﹤0.01% 476
2024
Q3 		$8.55K Buy
181
+1
+0.6% +$47 ﹤0.01% 502
2024
Q2 		$7.81K Hold
180
– – ﹤0.01% 525
2024
Q1 		$7.81K Hold
180
– – ﹤0.01% 480
2023
Q4 		$7.9K Buy
+180
New +$6.5K ﹤0.01% 469

Other funds holding ZION

BlackRock
BlackRock New York $5.7T 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