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FIDUCIARY MANAGEMENT INC /WI/: ZION position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIDUCIARY MANAGEMENT INC /WI/ on ZION, newest first. How the timeline and the estimate are built.

FIDUCIARY MANAGEMENT INC /WI/ held 2,591,257 ZION shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,591,257 shares
    Change vs previous 13F -196,700 shares

    2.55% of the 13F portfolio, value $179,289,072.

    13F-HR 0000764532-26-000007 filed by FIDUCIARY MANAGEMENT INC /WI/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,787,957 shares
    Change vs previous 13F -106,650 shares

    1.99% of the 13F portfolio, value $160,642,082.

    13F-HR 0000764532-26-000003 filed by FIDUCIARY MANAGEMENT INC /WI/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,894,607 shares
    Change vs previous 13F -134,682 shares

    1.86% of the 13F portfolio, value $169,450,294.

    13F-HR 0000764532-26-000002 filed by FIDUCIARY MANAGEMENT INC /WI/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,029,289 shares
    Change vs previous 13F +378,275 shares

    1.73% of the 13F portfolio, value $171,397,172.

    13F-HR 0000764532-25-000012 filed by FIDUCIARY MANAGEMENT INC /WI/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,651,014 shares
    Change vs previous 13F +359,464 shares

    1.32% of the 13F portfolio, value $137,693,667.

    13F-HR 0000764532-25-000009 filed by FIDUCIARY MANAGEMENT INC /WI/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,291,550 shares
    Change vs previous 13F -1,836 shares

    1.1% of the 13F portfolio, value $114,256,683.

    13F-HR 0000764532-25-000008 filed by FIDUCIARY MANAGEMENT INC /WI/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,293,386 shares
    Change vs previous 13F -3,365 shares

    1.16% of the 13F portfolio, value $124,416,190.

    13F-HR 0000764532-25-000002 filed by FIDUCIARY MANAGEMENT INC /WI/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,296,751 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $108,452,582.

    13F-HR 0000764532-24-000006 filed by FIDUCIARY MANAGEMENT INC /WI/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).