Blackhawk Capital Partners’s Zions Bancorporation ZION Stock Holding History

Blackhawk Capital Partners’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	$347K	Buy	6,018 +874	+17%	+$51.5K	0.13%	121
2025 Q4	$301K	Buy	5,144 +602	+13%	+$32.8K	0.11%	129
2025 Q3	$257K	Sell	4,542 -903	-17%	-$50.2K	0.1%	135
2025 Q2	$283K	Buy	5,445 +560	+11%	+$26.3K	0.13%	107
2025 Q1	$244K	Buy	4,885 +245	+5%	+$13.2K	0.13%	117
2024 Q4	$252K	Sell	4,640 -545	-11%	-$29.9K	0.13%	111
2024 Q3	$245K	Sell	5,185 -39	-0.7%	-$1.85K	0.13%	112
2024 Q2	$227K	Sell	5,224 -388	-7%	-$16.4K	0.14%	99
2024 Q1	$244K	Buy	5,612 +629	+13%	+$25.9K	0.15%	93
2023 Q4	$219K	Buy	+4,983	New	+$180K	0.15%	87

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