VF
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Vest Financial’s Zions Bancorporation ZION Stock Holding History

Vest Financial’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 		$5.47M Buy
94,999
+38,579
+68% +$2.27M 0.07% 229
2025
Q4 		$3.3M Buy
56,420
+31,798
+129% +$1.73M 0.04% 273
2025
Q3 		$1.39M Buy
+24,622
New +$1.37M 0.02% 329
2025
Q1 		– Sell
-45,663
Closed -$2.48M – 420
2024
Q4 		$2.48M Buy
45,663
+14,330
+46% +$785K 0.04% 148
2024
Q3 		$1.48M Buy
31,333
+4,411
+16% +$209K 0.03% 185
2024
Q2 		$1.17M Buy
26,922
+6,080
+29% +$257K 0.03% 132
2024
Q1 		$905K Buy
20,842
+15,379
+282% +$634K 0.02% 146
2023
Q4 		$240K Buy
+5,463
New +$197K 0.01% 171

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

Vest Financial's ZION Position: Q1 2026 in Review

Vest Financial increased its Zions Bancorporation (ZION) stake by 68% in Q1 2026, buying an estimated $2.27M and bringing the position to 94,999 shares worth $5.47M. The position accounts for 0.07% of the portfolio, ranked #229.

Vest Financial first reported a position in ZION in Q4 2023 and has held it in 8 quarters since. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Vest Financial held 94,999 shares of Zions Bancorporation worth $5.47M as of Q1 2026.
  • Vest Financial bought 38,579 Zions Bancorporation shares in Q1 2026, an estimated $2.27M.
  • Zions Bancorporation made up 0.07% of Vest Financial's portfolio in Q1 2026, its #229 holding.
  • Vest Financial first reported a position in Zions Bancorporation in Q4 2023 and has held it in 8 quarters since.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Vest Financial's 13F filing for Q1 2026, filed 24 Apr 2026.