Atom Investors’s Zions Bancorporation ZION Stock Holding History

Atom Investors’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	–	Sell	-25,186	Closed	-$1.47M	–	873
2025 Q4	$1.47M	Sell	25,186 -13,433	-35%	-$732K	0.12%	249
2025 Q3	$2.19M	Sell	38,619 -54,610	-59%	-$3.04M	0.17%	156
2025 Q2	$4.84M	Buy	93,229 +56,989	+157%	+$2.67M	0.43%	53
2025 Q1	$1.81M	Buy	+36,240	New	+$1.95M	0.22%	132
2024 Q2	–	Sell	-6,389	Closed	-$277K	–	699
2024 Q1	$277K	Buy	6,389 +1,320	+26%	+$54.4K	0.03%	423
2023 Q4	$222K	Sell	5,069 -963	-16%	-$34.8K	0.04%	390
2023 Q3	$210K	Buy	+6,032	New	+$210K	0.05%	369
2023 Q1	–	Sell	-4,607	Closed	-$226K	–	330
2022 Q4	$226K	Buy	+4,607	New	+$230K	0.11%	171
2020 Q2	–	Sell	-65,394	Closed	-$1.75M	–	534
2020 Q1	$1.75M	Sell	65,394 -8,508	-12%	-$350K	0.18%	123
2019 Q4	$3.84M	Sell	73,902 -12,153	-14%	-$590K	0.32%	95
2019 Q3	$3.83M	Buy	86,055 +5,078	+6%	+$219K	0.28%	119
2019 Q2	$3.72M	Buy	80,977 +53,967	+200%	+$2.5M	0.24%	130
2019 Q1	$1.23M	Sell	27,010 -8,071	-23%	-$385K	0.11%	163
2018 Q4	$1.43M	Buy	+35,081	New	+$1.64M	0.14%	213

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