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Venturi Wealth Management’s Zions Bancorporation ZION Stock Holding History

Venturi 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
2025
Q1 		– Sell
-2,802
Closed -$152K – 1885
2024
Q4 		$152K Buy
2,802
+332
+13% +$18.2K 0.01% 621
2024
Q3 		$117K Buy
2,470
+1,671
+209% +$79.1K 0.01% 527
2024
Q2 		$34.7K Buy
799
+425
+114% +$17.9K ﹤0.01% 778
2024
Q1 		$16.2K Buy
374
+300
+405% +$12.4K ﹤0.01% 798
2023
Q4 		$3.25K Sell
74
-64
-46% -$2.31K ﹤0.01% 1118
2023
Q3 		$4.82K Buy
+138
New +$4.81K ﹤0.01% 991

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Venturi Wealth Management's ZION Position: Q1 2025 in Review

Venturi Wealth Management sold out of Zions Bancorporation (ZION) in Q1 2025, closing a stake of 2,802 shares — an estimated $152K sold.

Venturi Wealth Management first reported a position in ZION in Q3 2023 and held it in 6 quarters. The position peaked at $152K in Q4 2024. 498 funds tracked by Wall St. Rank hold ZION as of Q1 2025.

  • Venturi Wealth Management reported no remaining Zions Bancorporation position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 2,802 Zions Bancorporation shares in Q1 2025, an estimated $152K.
  • Venturi Wealth Management first reported a position in Zions Bancorporation in Q3 2023 and held it in 6 quarters.
  • Venturi Wealth Management's Zions Bancorporation position peaked at $152K in Q4 2024.
  • 498 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.