CenterStar Asset Management’s Zions Bancorporation ZION Stock Holding History

CenterStar Asset Management’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 Q4	–	Sell	-11,200	Closed	-$634K	–	427
2025 Q3	$634K	Buy	+11,200	New	+$623K	0.14%	153
2025 Q1	–	Sell	-6,500	Closed	-$353K	–	450
2024 Q4	$353K	Buy	+6,500	New	+$356K	0.12%	161
2023 Q4	–	Sell	-17,600	Closed	-$614K	–	463
2023 Q3	$614K	Buy	+17,600	New	+$614K	0.13%	159
2022 Q2	–	Hold	0	–	-$75K	–	667
2022 Q1	–	Hold	0	–	–	–	576
2020 Q1	–	Hold	0	–	-$39K	–	880
2019 Q4	–	Hold	0	–	–	–	222
2019 Q3	–	Hold	0	–	–	–	108
2018 Q3	–	Hold	0	–	-$3K	–	1020
2018 Q2	–	Hold	0	–	–	–	741
2018 Q1	–	Hold	0	–	–	–	443
2017 Q4	–	Hold	0	–	–	–	200

Other funds holding ZION

BlackRock New York $5.72T 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