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Watts Gwilliam & Co’s Zions Bancorporation ZION Stock Holding History

Watts Gwilliam & Co’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 		$503K Hold
8,897
– – 0.08% 132
2025
Q2 		$526K Sell
8,897
-668
-7% -$31.3K 0.09% 131
2025
Q1 		$477K Buy
9,565
+74
+0.8% +$3.98K 0.1% 131
2024
Q4 		$526K Buy
9,491
+22
+0.2% +$1.21K 0.11% 117
2024
Q3 		$447K Buy
+9,469
New +$448K 0.1% 131

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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 $8.06B AUM 6.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Watts Gwilliam & Co's ZION Position: Q3 2025 in Review

Watts Gwilliam & Co held its Zions Bancorporation (ZION) position steady in Q3 2025 at 8,897 shares worth $503K. The position accounts for 0.08% of the portfolio, ranked #132.

Watts Gwilliam & Co first reported a position in ZION in Q3 2024 and has held it in 5 quarters since. The position peaked at $526K in Q2 2025. 513 funds tracked by Wall St. Rank hold ZION as of Q3 2025.

  • Watts Gwilliam & Co held 8,897 shares of Zions Bancorporation worth $503K as of Q3 2025.
  • Watts Gwilliam & Co left its Zions Bancorporation share count unchanged in Q3 2025.
  • Zions Bancorporation made up 0.08% of Watts Gwilliam & Co's portfolio in Q3 2025, its #132 holding.
  • Watts Gwilliam & Co first reported a position in Zions Bancorporation in Q3 2024 and has held it in 5 quarters since.
  • Watts Gwilliam & Co's Zions Bancorporation position peaked at $526K in Q2 2025.
  • 513 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.