Covestor’s Zions Bancorporation ZION Stock Holding History

Covestor’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	$36K	Sell	626 -488	-44%	-$28.8K	0.02%	882
2025 Q4	$65K	Buy	1,114 +308	+38%	+$16.8K	0.03%	804
2025 Q3	$46K	Sell	806 -767	-49%	-$42.7K	0.03%	953
2025 Q2	$82K	Buy	1,573 +1,261	+404%	+$59.2K	0.05%	669
2025 Q1	$16K	Sell	312 -541	-63%	-$29.1K	0.01%	1273
2024 Q4	$46K	Buy	853 +479	+128%	+$26.2K	0.03%	895
2024 Q3	$18K	Sell	374 -1,021	-73%	-$48.3K	0.01%	1260
2024 Q2	$61K	Buy	1,395 +1,098	+370%	+$46.3K	0.04%	769
2024 Q1	$13K	Sell	297 -269	-48%	-$11.1K	0.01%	1412
2023 Q4	$25K	Sell	566 -3,801	-87%	-$137K	0.02%	1116
2023 Q3	$152K	Buy	4,367 +809	+23%	+$28.2K	0.11%	212
2023 Q2	$96K	Buy	3,558 +3,217	+943%	+$89.2K	0.07%	471
2023 Q1	$10K	Sell	341 -40	-10%	-$1.83K	0.01%	1337
2022 Q4	$19K	Sell	381 -262	-41%	-$13.1K	0.02%	1056
2022 Q3	$33K	Buy	643 +169	+36%	+$9.24K	0.03%	860
2022 Q2	$24K	Sell	474 -24	-5%	-$1.36K	0.02%	946
2022 Q1	$33K	Buy	498 +171	+52%	+$11.7K	0.02%	934
2021 Q4	$21K	Buy	+327	New	+$20.9K	0.03%	854

Other funds holding ZION

BlackRock New York $5.7T 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