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Atlantic Edge Private Wealth Management’s Zions Bancorporation ZION Stock Holding History

Atlantic Edge Private Wealth Management’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 		$5.3K Hold
92
– – ﹤0.01% 458
2025
Q4 		$5.39K Hold
92
– – ﹤0.01% 453
2025
Q3 		$5.21K Hold
92
– – ﹤0.01% 434
2025
Q2 		$4.78K Hold
92
– – ﹤0.01% 421
2025
Q1 		$4.59K Hold
92
– – ﹤0.01% 414
2024
Q4 		$4.99K Hold
92
– – ﹤0.01% 388
2024
Q3 		$4.34K Hold
92
– – ﹤0.01% 412
2024
Q2 		$3.99K Hold
92
– – ﹤0.01% 391
2024
Q1 		$3.99K Hold
92
– – ﹤0.01% 403
2023
Q4 		$4.04K Buy
+92
New +$3.32K ﹤0.01% 382

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VCM
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State Street
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LSV Asset Management
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Morgan Stanley
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
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