CSC
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Caldwell Sutter Capital’s Zions Bancorporation ZION Stock Holding History

Caldwell Sutter Capital’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 		$2.25K Hold
39
– – ﹤0.01% 741
2025
Q4 		$2.28K Hold
39
– – ﹤0.01% 729
2025
Q3 		$2.21K Hold
39
– – ﹤0.01% 732
2025
Q2 		$2.03K Hold
39
– – ﹤0.01% 724
2025
Q1 		$1.95K Hold
39
– – ﹤0.01% 735
2024
Q4 		$2.12K Hold
39
– – ﹤0.01% 739
2024
Q3 		$1.84K Hold
39
– – ﹤0.01% 764
2024
Q2 		$1.69K Hold
39
– – ﹤0.01% 771
2024
Q1 		$1.69K Hold
39
– – ﹤0.01% 776
2023
Q4 		$1.71K Hold
39
– – ﹤0.01% 778
2023
Q3 		$1.36K Hold
39
– – ﹤0.01% 772
2023
Q2 		$1.05K Buy
+39
New +$1.08K ﹤0.01% 786

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