BC
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Burney Company’s Zions Bancorporation ZION Stock Holding History

Burney Company’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 		$1.18M Sell
20,446
-60,904
-75% -$3.59M 0.04% 297
2025
Q4 		$4.76M Buy
+81,350
New +$4.43M 0.15% 142
2021
Q4 		– Sell
-22,572
Closed -$1.4M – 600
2021
Q3 		$1.4M Buy
+22,572
New +$1.24M 0.07% 261
2018
Q4 		– Sell
-4,210
Closed -$211K – 451
2018
Q3 		$211K Buy
4,210
+25
+0.6% +$1.32K 0.01% 428
2018
Q2 		$221K Buy
4,185
+100
+2% +$5.52K 0.01% 418
2018
Q1 		$215K Hold
4,085
– – 0.01% 391
2017
Q4 		$208K Buy
+4,085
New +$196K 0.01% 418

Other funds holding ZION

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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