CL
ZION icon

Choreo LLC’s Zions Bancorporation ZION Stock Holding History

Choreo LLC’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 		$565K Sell
9,806
-3,956
-29% -$233K 0.01% 872
2025
Q4 		$808K Sell
13,762
-570
-4% -$31K 0.01% 693
2025
Q3 		$811K Buy
14,332
+1,559
+12% +$86.7K 0.01% 692
2025
Q2 		$663K Buy
12,773
+6,426
+101% +$301K 0.01% 756
2025
Q1 		$316K Sell
6,347
-5,732
-47% -$309K ﹤0.01% 1062
2024
Q4 		$656K Buy
12,079
+5,513
+84% +$302K 0.01% 762
2024
Q3 		$299K Buy
6,566
+508
+8% +$24.1K ﹤0.01% 1205
2024
Q2 		$262K Buy
+6,058
New +$256K ﹤0.01% 1162

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