Wealthspire Advisors (New York)’s Zions Bancorporation ZION Stock Holding History

Wealthspire Advisors (New York)’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 Q4	–	Sell	-410	Closed	-$23.2K	–	2957
2025 Q3	$23.2K	Buy	+410	New	+$22.8K	﹤0.01%	1610
2021 Q2	–	Sell	-6,793	Closed	-$373K	–	686
2021 Q1	$373K	Buy	6,793 +684	+11%	+$35.2K	0.01%	483
2020 Q4	$265K	Buy	+6,109	New	+$226K	0.01%	472
2019 Q1	–	Sell	-181	Closed	-$7K	–	827
2018 Q4	$7K	Buy	+181	New	+$8.44K	﹤0.01%	599

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wealthspire Advisors (New York)'s ZION Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Zions Bancorporation (ZION) in Q4 2025, closing a stake of 410 shares — an estimated $23.2K sold.

Wealthspire Advisors (New York) first reported a position in ZION in Q4 2018 and held it in 4 quarters. The position peaked at $373K in Q1 2021. 557 funds tracked by Wall St. Rank hold ZION as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Zions Bancorporation position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 410 Zions Bancorporation shares in Q4 2025, an estimated $23.2K.
Wealthspire Advisors (New York) first reported a position in Zions Bancorporation in Q4 2018 and held it in 4 quarters.
Wealthspire Advisors (New York)'s Zions Bancorporation position peaked at $373K in Q1 2021.
557 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.