Cromwell Holdings’s Zions Bancorporation ZION Stock Holding History

Cromwell Holdings’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 Q2	$34K	Buy	491 +19	+4%	+$1.2K	0.02%	533
2026 Q1	$27.2K	Buy	472 +11	+2%	+$648	0.02%	535
2025 Q4	$27K	Hold	461	–	–	0.01%	544
2025 Q3	$26.1K	Hold	461	–	–	0.01%	561
2025 Q2	$23.9K	Hold	461	–	–	0.01%	551
2025 Q1	$23K	Buy	461 +10	+2%	+$538	0.01%	552
2024 Q4	$24.5K	Hold	451	–	–	0.01%	566
2024 Q3	$21.3K	Hold	451	–	–	0.01%	569
2024 Q2	$19.6K	Buy	+451	New	+$19K	0.01%	565

Other funds holding ZION

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return