CCFM
ZION icon

Clear Creek Financial Management’s Zions Bancorporation ZION Stock Holding History

Clear Creek Financial 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
2026
Q1 		$284K Sell
4,930
-671
-12% -$39.5K 0.02% 513
2025
Q4 		$328K Sell
5,601
-42
-0.7% -$2.29K 0.03% 472
2025
Q3 		$319K Sell
5,643
-70
-1% -$3.9K 0.03% 471
2025
Q2 		$297K Buy
5,713
+578
+11% +$27.1K 0.03% 444
2025
Q1 		$256K Sell
5,135
-3,008
-37% -$162K 0.03% 426
2024
Q4 		$442K Sell
8,143
-4,708
-37% -$258K 0.05% 316
2024
Q3 		$607K Sell
12,851
-1,649
-11% -$78.1K 0.07% 234
2024
Q2 		$629K Buy
14,500
+380
+3% +$16K 0.08% 221
2024
Q1 		$613K Buy
+14,120
New +$582K 0.08% 216

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