Algert Global’s Zions Bancorporation ZION Stock Holding History

Algert Global’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
2026 Q1	$21.6M	Buy	375,505 +20,832	+6%	+$1.23M	0.33%	50
2025 Q4	$20.8M	Buy	354,673 +212,074	+149%	+$11.5M	0.32%	52
2025 Q3	$8.07M	Buy	142,599 +26,526	+23%	+$1.48M	0.14%	247
2025 Q2	$6.03M	Buy	116,073 +10,894	+10%	+$511K	0.13%	270
2025 Q1	$5.24M	Hold	105,179	–	–	0.13%	254
2024 Q4	$5.71M	Buy	105,179 +13,395	+15%	+$734K	0.13%	248
2024 Q3	$4.33M	Hold	91,784	–	–	0.12%	303
2024 Q2	$3.98M	Buy	91,784 +14,914	+19%	+$629K	0.13%	238
2024 Q1	$3.34M	Buy	76,870 +36,390	+90%	+$1.5M	0.13%	263
2023 Q4	$1.78M	Buy	40,480 +27,310	+207%	+$986K	0.07%	451
2023 Q3	$460K	Buy	13,170 +5,597	+74%	+$195K	0.02%	768
2023 Q2	$203K	Sell	7,573 -61,370	-89%	-$1.7M	0.01%	985
2023 Q1	$2.06M	Buy	68,943 +14,615	+27%	+$669K	0.1%	336
2022 Q4	$2.67M	Buy	54,328 +9,841	+22%	+$492K	0.15%	208
2022 Q3	$2.26M	Buy	44,487 +13,527	+44%	+$740K	0.14%	235
2022 Q2	$1.58M	Hold	30,960	–	–	0.12%	276
2022 Q1	$2.03M	Buy	+30,960	New	+$2.12M	0.13%	238
2021 Q4	–	Sell	-18,450	Closed	-$1.14M	–	1137
2021 Q3	$1.14M	Buy	18,450 +1,525	+9%	+$83.8K	0.15%	181
2021 Q2	$895K	Sell	16,925 -5,953	-26%	-$333K	0.3%	115
2021 Q1	$1.26M	Buy	+22,878	New	+$1.18M	0.4%	81

Other funds holding ZION

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return