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Wood Tarver Financial Group’s Zions Bancorporation ZION Stock Holding History

Wood Tarver Financial Group’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
Q2 		– Sell
-384
Closed -$19.1K – 719
2025
Q1 		$19.1K Hold
384
– – 0.01% 353
2024
Q4 		$20K Buy
+384
New +$21K 0.01% 350

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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Wood Tarver Financial Group's ZION Position: Q2 2025 in Review

Wood Tarver Financial Group sold out of Zions Bancorporation (ZION) in Q2 2025, closing a stake of 384 shares — an estimated $19.1K sold.

Wood Tarver Financial Group first reported a position in ZION in Q4 2024 and held it in 2 quarters. The position peaked at $20K in Q4 2024. 492 funds tracked by Wall St. Rank hold ZION as of Q2 2025.

  • Wood Tarver Financial Group reported no remaining Zions Bancorporation position as of Q2 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 384 Zions Bancorporation shares in Q2 2025, an estimated $19.1K.
  • Wood Tarver Financial Group first reported a position in Zions Bancorporation in Q4 2024 and held it in 2 quarters.
  • Wood Tarver Financial Group's Zions Bancorporation position peaked at $20K in Q4 2024.
  • 492 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2025.

Based on Wood Tarver Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.