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Ritholtz Wealth Management’s Zions Bancorporation ZION Stock Holding History

Ritholtz Wealth 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
2026
Q1 		$296K Buy
+5,144
New +$303K 0.01% 980
2025
Q4 		– Sell
-4,019
Closed -$227K – 1180
2025
Q3 		$227K Buy
+4,019
New +$224K ﹤0.01% 935
2024
Q4 		– Sell
-5,032
Closed -$238K – 918
2024
Q3 		$238K Buy
+5,032
New +$238K 0.01% 766

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

Ritholtz Wealth Management's ZION Position: Q1 2026 in Review

Ritholtz Wealth Management opened a new position in Zions Bancorporation (ZION) in Q1 2026: 5,144 shares worth $296K. The stake represents 0.01% of the portfolio and ranks #980 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in ZION as recently as Q3 2025.

Ritholtz Wealth Management first reported a position in ZION in Q3 2024 and has held it in 3 quarters since. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Ritholtz Wealth Management held 5,144 shares of Zions Bancorporation worth $296K as of Q1 2026.
  • Zions Bancorporation was a new Ritholtz Wealth Management position in Q1 2026.
  • Zions Bancorporation made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #980 holding.
  • Ritholtz Wealth Management first reported a position in Zions Bancorporation in Q3 2024 and has held it in 3 quarters since.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.