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Wilmington Savings Fund Society’s Zions Bancorporation ZION Stock Holding History

Wilmington Savings Fund Society’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
-280
Closed -$14.5K – 2087
2025
Q2 		$14.5K Hold
280
– – ﹤0.01% 1550
2025
Q1 		$14K Hold
280
– – ﹤0.01% 1559
2024
Q4 		$15.2K Hold
280
– – ﹤0.01% 1559
2024
Q3 		$13.2K Buy
+280
New +$13.3K ﹤0.01% 1571

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

Wilmington Savings Fund Society's ZION Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Zions Bancorporation (ZION) in Q3 2025, closing a stake of 280 shares — an estimated $14.5K sold.

Wilmington Savings Fund Society first reported a position in ZION in Q3 2024 and held it in 4 quarters. The position peaked at $15.2K in Q4 2024. 513 funds tracked by Wall St. Rank hold ZION as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining Zions Bancorporation position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 280 Zions Bancorporation shares in Q3 2025, an estimated $14.5K.
  • Wilmington Savings Fund Society first reported a position in Zions Bancorporation in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's Zions Bancorporation position peaked at $15.2K in Q4 2024.
  • 513 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.