Ancora Advisors’s Zions Bancorporation ZION Stock Holding History

Ancora Advisors’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	$51.7K	Buy	897 +390	+77%	+$23K	﹤0.01%	1128
2025 Q4	$29.7K	Buy	+507	New	+$27.6K	﹤0.01%	1358
2022 Q4	–	Sell	-37,394	Closed	-$1.9M	–	1988
2022 Q3	$1.9M	Buy	37,394 +4,490	+14%	+$246K	0.06%	250
2022 Q2	$1.68M	Buy	32,904 +32,174	+4,407%	+$1.83M	0.05%	284
2022 Q1	$48K	Hold	730	–	–	﹤0.01%	1290
2021 Q4	$46K	Hold	730	–	–	﹤0.01%	1326
2021 Q3	$45K	Hold	730	–	–	﹤0.01%	1236
2021 Q2	$39K	Hold	730	–	–	﹤0.01%	1177
2021 Q1	$40K	Hold	730	–	–	﹤0.01%	1135
2020 Q4	$32K	Hold	730	–	–	﹤0.01%	981
2020 Q3	$21K	Hold	730	–	–	﹤0.01%	1014
2020 Q2	$25K	Hold	730	–	–	﹤0.01%	959
2020 Q1	$20K	Sell	730 -730	-50%	-$30.1K	﹤0.01%	1051
2019 Q4	$70K	Buy	+1,460	New	+$70.9K	﹤0.01%	834
2018 Q4	–	Sell	-700	Closed	-$35K	–	1210
2018 Q3	$35K	Buy	+700	New	+$37K	﹤0.01%	969
2017 Q1	–	Sell	-700	Closed	-$30K	–	1098
2016 Q4	$30K	Buy	+700	New	+$25.8K	﹤0.01%	864

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