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Stephens Consulting’s Zions Bancorporation ZION Stock Holding History

Stephens Consulting’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
Q3 		– Sell
-1
Closed -$52 – 1202
2025
Q2 		$52 Buy
+1
New +$47 ﹤0.01% 1110

Other funds holding ZION

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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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Stephens Consulting's ZION Position: Q3 2025 in Review

Stephens Consulting sold out of Zions Bancorporation (ZION) in Q3 2025, closing a stake of 1 share — an estimated $52 sold.

Stephens Consulting first reported a position in ZION in Q2 2025 and held it in 1 quarter. The position peaked at $52 in Q2 2025. 514 funds tracked by Wall St. Rank hold ZION as of Q3 2025.

  • Stephens Consulting reported no remaining Zions Bancorporation position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 1 Zions Bancorporation share in Q3 2025, an estimated $52.
  • Stephens Consulting first reported a position in Zions Bancorporation in Q2 2025 and held it in 1 quarter.
  • Stephens Consulting's Zions Bancorporation position peaked at $52 in Q2 2025.
  • 514 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.