A detailed history of Whipplewood Advisors, LLC transactions in Zions Bancorporation, National Association stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 2,000 shares of ZION stock, worth $102,040. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,000
Previous 2,118 5.57%
Holding current value
$102,040
Previous $110 Million 2.86%
% of portfolio
0.07%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025

SELL
$51.2 - $59.15 $6,041 - $6,979
-118 Reduced 5.57%
2,000 $113 Million
Q2 2025

Jul 31, 2025

SELL
$41.39 - $51.94 $4,097 - $5,142
-99 Reduced 4.47%
2,118 $110 Million
Q1 2025

Apr 09, 2025

BUY
$47.0 - $59.03 $4,512 - $5,666
96 Added 4.53%
2,217 $106 Million
Q4 2024

Feb 04, 2025

BUY
$45.62 - $61.73 $96,760 - $130,929
2,121 New
2,121 $115 Million

Others Institutions Holding ZION

About ZIONS BANCORPORATION, NATIONAL ASSOCIATION


  • Ticker ZION
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 149,611,008
  • Market Cap $7.63B
  • Description
  • Zions Bancorporation, National Association provides various banking and related services primarily in the states of Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. The company offers corporate banking services; commercial banking, including a focus on small- and medium-sized businesses; com...
More about ZION
Track This Portfolio

Track Whipplewood Advisors, LLC Portfolio

Follow Whipplewood Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whipplewood Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Whipplewood Advisors, LLC with notifications on news.