Carson Advisory’s Zions Bancorporation ZION Stock Holding History

Carson Advisory’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	$406K	Sell	7,038 -27	-0.4%	-$1.59K	0.21%	99
2025 Q4	$414K	Sell	7,065 -198	-3%	-$10.8K	0.22%	95
2025 Q3	$411K	Sell	7,263 -47	-0.6%	-$2.62K	0.22%	91
2025 Q2	$380K	Buy	7,310 +3	+0%	+$141	0.24%	95
2025 Q1	$364K	Buy	7,307 +2	+0%	+$108	0.25%	98
2024 Q4	$396K	Sell	7,305 -398	-5%	-$21.8K	0.28%	84
2024 Q3	$364K	Buy	7,703 +3	+0%	+$142	0.23%	108
2024 Q2	$334K	Sell	7,700 -50	-0.6%	-$2.11K	0.23%	105
2024 Q1	$336K	Hold	7,750	–	–	0.24%	105
2023 Q4	$340K	Sell	7,750 -74	-0.9%	-$2.67K	0.26%	103
2023 Q3	$273K	Hold	7,824	–	–	0.24%	110
2023 Q2	$210K	Buy	7,824 +200	+3%	+$5.55K	0.18%	141
2023 Q1	$228K	Buy	7,624 +200	+3%	+$9.15K	0.2%	124
2022 Q4	$365K	Hold	7,424	–	–	0.35%	76
2022 Q3	$378K	Hold	7,424	–	–	0.42%	65
2022 Q2	$378K	Hold	7,424	–	–	0.42%	69
2022 Q1	$487K	Sell	7,424 -50	-0.7%	-$3.42K	0.48%	60
2021 Q4	$472K	Buy	+7,474	New	+$477K	0.48%	55

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