CPG
ZION icon

Cornerstone Planning Group’s Zions Bancorporation ZION Stock Holding History

Cornerstone Planning Group’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 		$1.33K Buy
22
+13
+144% +$766 ﹤0.01% 1383
2025
Q4 		$525 Sell
9
-12
-57% -$653 ﹤0.01% 1500
2025
Q3 		$1.77K Buy
21
+12
+133% +$668 ﹤0.01% 1190
2025
Q2 		$472 Hold
9
– – ﹤0.01% 1315
2025
Q1 		$399 Buy
+9
New +$485 ﹤0.01% 1357
2024
Q2 		– Sell
-4
Closed -$175 – 1351
2024
Q1 		$175 Buy
+4
New +$165 ﹤0.01% 1022

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