Blue Trust Inc’s Zions Bancorporation ZION Stock Holding History

Blue Trust Inc’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	$380K	Buy	6,599 +291	+5%	+$17.1K	﹤0.01%	570
2025 Q4	$369K	Buy	6,308 +741	+13%	+$40.4K	﹤0.01%	583
2025 Q3	$315K	Sell	5,567 -756	-12%	-$42.1K	﹤0.01%	640
2025 Q2	$328K	Buy	6,323 +1,374	+28%	+$64.5K	﹤0.01%	600
2025 Q1	$247K	Buy	4,949 +1,331	+37%	+$71.7K	﹤0.01%	633
2024 Q4	$196K	Sell	3,618 -5,344	-60%	-$293K	﹤0.01%	668
2024 Q3	$389K	Buy	8,962 +4,612	+106%	+$218K	0.01%	559
2024 Q2	$189K	Buy	4,350 +1,128	+35%	+$47.6K	﹤0.01%	734
2024 Q1	$140K	Buy	3,222 +939	+41%	+$38.7K	﹤0.01%	616
2023 Q4	$80K	Buy	2,283 +185	+9%	+$6.68K	﹤0.01%	775
2023 Q3	$56K	Buy	2,098 +1,538	+275%	+$53.6K	﹤0.01%	813
2023 Q2	$17K	Sell	560 -325	-37%	-$9.02K	﹤0.01%	1118
2023 Q1	$44K	Buy	885 +85	+11%	+$3.89K	﹤0.01%	1091
2022 Q4	$41K	Buy	800 +296	+59%	+$14.8K	﹤0.01%	1014
2022 Q3	$26K	Sell	504 -60	-11%	-$3.28K	﹤0.01%	996
2022 Q2	$37K	Buy	+564	New	+$32.1K	﹤0.01%	781

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