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DMBA
Deseret Mutual Benefit Administrators’s
Zions Bancorporation
ZION
Stock Holding History
Deseret Mutual Benefit Administrators’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
$50K
Buy
867
+399
+85%
+$23.5K
0.02%
415
2025
Q4
$27.4K
Hold
468
–
–
0.01%
421
2025
Q3
$26.5K
Sell
468
-109
-19%
-$6.07K
0.01%
415
2025
Q2
$30K
Hold
577
–
–
0.01%
381
2025
Q1
$28.8K
Hold
577
–
–
0.01%
383
2024
Q4
$31.3K
Sell
577
-28
-5%
-$1.53K
0.02%
369
2024
Q3
$28.6K
Hold
605
–
–
0.01%
377
2024
Q2
$26.2K
Hold
605
–
–
0.01%
381
2024
Q1
$26.3K
Hold
605
–
–
0.01%
395
2023
Q4
$26.5K
Sell
605
-141
-19%
-$5.09K
0.02%
376
2023
Q3
$26K
Buy
746
+58
+8%
+$2.02K
0.01%
409
2023
Q2
$18.5K
Buy
688
+189
+38%
+$5.24K
0.01%
447
2023
Q1
$14.9K
Hold
499
–
–
0.01%
457
2022
Q4
$24.5K
Sell
499
-423
-46%
-$21.2K
0.01%
416
2022
Q3
$47K
Sell
922
-155
-14%
-$8.48K
0.01%
397
2022
Q2
$55K
Hold
1,077
–
–
0.01%
413
2022
Q1
$71K
Sell
1,077
-218
-17%
-$14.9K
0.01%
401
2021
Q4
$82K
Buy
1,295
+519
+67%
+$33.1K
0.01%
400
2021
Q3
$48K
Hold
776
–
–
0.01%
463
2021
Q2
$41K
Buy
+776
New
+$43.5K
0.01%
475
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New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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
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
San Mateo, California
$29.7B AUM
43.33%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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