Colonial Trust’s Zions Bancorporation ZION Stock Holding History

Colonial Trust’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 Q1	–	Sell	-100	Closed	-$5.42K	–	1345
2024 Q4	$5.42K	Buy	+100	New	+$5.48K	﹤0.01%	1052

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Colonial Trust's ZION Position: Q1 2025 in Review

Colonial Trust sold out of Zions Bancorporation (ZION) in Q1 2025, closing a stake of 100 shares — an estimated $5.42K sold.

Colonial Trust first reported a position in ZION in Q4 2024 and held it in 1 quarter. The position peaked at $5.42K in Q4 2024. 498 funds tracked by Wall St. Rank hold ZION as of Q1 2025.

Colonial Trust reported no remaining Zions Bancorporation position as of Q1 2025 after selling out during the quarter.
Colonial Trust sold 100 Zions Bancorporation shares in Q1 2025, an estimated $5.42K.
Colonial Trust first reported a position in Zions Bancorporation in Q4 2024 and held it in 1 quarter.
Colonial Trust's Zions Bancorporation position peaked at $5.42K in Q4 2024.
498 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2025.

Based on Colonial Trust's 13F filing for Q1 2025, filed 14 May 2025.