BCFD
ZION icon

Boit C.F. David’s Zions Bancorporation ZION Stock Holding History

Boit C.F. David’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
2025
Q1 		– Sell
-360
Closed -$19.5K – 128
2024
Q4 		$19.5K Hold
360
– – 0.01% 118
2024
Q3 		$16.4K Hold
360
– – 0.01% 120
2024
Q2 		$15.6K Hold
360
– – 0.01% 121
2024
Q1 		$15.1K Hold
360
– – 0.01% 113
2023
Q4 		$15.1K Hold
360
– – 0.01% 123
2023
Q3 		$12.1K Hold
360
– – 0.01% 101
2023
Q2 		$9.67K Hold
360
– – 0.01% 108
2023
Q1 		$11.8K Hold
360
– – 0.01% 107
2022
Q4 		$17.7K Hold
360
– – 0.01% 101
2022
Q3 		$18K Buy
+360
New +$19.7K 0.01% 103
2022
Q1 		$23K Hold
360
– – 0.02% 107
2021
Q4 		$23K Hold
360
– – 0.01% 111
2021
Q3 		$23K Hold
360
– – 0.02% 112
2021
Q2 		$19K Buy
+360
New +$20.2K 0.01% 98

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return