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Rise Advisors’s Zions Bancorporation ZION Stock Holding History

Rise 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
2025
Q4 		– Sell
-317
Closed -$17.9K – 1472
2025
Q3 		$17.9K Hold
317
– – 0.01% 648
2025
Q2 		$16.5K Sell
317
-18
-5% -$844 0.01% 658
2025
Q1 		$16.7K Buy
+335
New +$18K 0.01% 617

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

Rise Advisors's ZION Position: Q4 2025 in Review

Rise Advisors sold out of Zions Bancorporation (ZION) in Q4 2025, closing a stake of 317 shares — an estimated $17.9K sold.

Rise Advisors first reported a position in ZION in Q1 2025 and held it in 3 quarters. The position peaked at $17.9K in Q3 2025. 558 funds tracked by Wall St. Rank hold ZION as of Q4 2025.

  • Rise Advisors reported no remaining Zions Bancorporation position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 317 Zions Bancorporation shares in Q4 2025, an estimated $17.9K.
  • Rise Advisors first reported a position in Zions Bancorporation in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Zions Bancorporation position peaked at $17.9K in Q3 2025.
  • 558 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.