BGAI
ZION icon

Bruce G. Allen Investments’s Zions Bancorporation ZION Stock Holding History

Bruce G. Allen Investments’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 		$8.64K Buy
150
+100
+200% +$5.89K 0.01% 507
2025
Q4 		$2.93K Sell
50
-15
-23% -$817 ﹤0.01% 641
2025
Q3 		$3.68K Hold
65
– – ﹤0.01% 607
2025
Q2 		$3.38K Buy
65
+1
+2% +$47 ﹤0.01% 623
2025
Q1 		$3.19K Sell
64
-20
-24% -$1.08K ﹤0.01% 625
2024
Q4 		$4.56K Buy
84
+14
+20% +$767 ﹤0.01% 595
2024
Q3 		$3.31K Hold
70
– – ﹤0.01% 638
2024
Q2 		$3.04K Buy
70
+2
+3% +$84 ﹤0.01% 633
2024
Q1 		$2.95K Buy
68
+21
+45% +$866 ﹤0.01% 660
2023
Q4 		$2.06K Buy
+47
New +$1.7K ﹤0.01% 730

Other funds holding ZION

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Morgan Stanley
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
FMI
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