Ashton Thomas Private Wealth’s Zions Bancorporation ZION Stock Holding History

Ashton Thomas Private Wealth’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	$308K	Buy	5,348 +971	+22%	+$57.2K	0.01%	876
2025 Q4	$256K	Buy	4,377 +518	+13%	+$28.2K	0.01%	873
2025 Q3	$218K	Buy	+3,859	New	+$215K	0.01%	908
2025 Q2	–	Sell	-16,188	Closed	-$807K	–	887
2025 Q1	$807K	Buy	+16,188	New	+$872K	0.03%	434
2024 Q3	–	Sell	-3,808	Closed	-$165K	–	1894
2024 Q2	$165K	Buy	+3,808	New	+$161K	0.01%	618

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