Avion Wealth’s Zions Bancorporation ZION Stock Holding History

Avion 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	$3K	Buy	53 +9	+20%	+$530	﹤0.01%	826
2025 Q4	$2K	Sell	44 -12	-21%	-$653	﹤0.01%	945
2025 Q3	$3K	Hold	56	–	–	﹤0.01%	809
2025 Q2	$2K	Buy	56 +23	+70%	+$1.08K	﹤0.01%	874
2025 Q1	$1K	Hold	33	–	–	﹤0.01%	959
2024 Q4	$1K	Hold	33	–	–	﹤0.01%	957
2024 Q3	$1K	Hold	33	–	–	﹤0.01%	936
2024 Q2	$1K	Hold	33	–	–	﹤0.01%	847
2024 Q1	$2K	Hold	33	–	–	﹤0.01%	808
2023 Q4	$1K	Buy	33 +16	+94%	+$578	﹤0.01%	1037
2023 Q3	$0	Hold	17	–	–	﹤0.01%	1249
2023 Q2	$0	Buy	+17	New	+$472	﹤0.01%	1077

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