EMC Capital Management’s Zions Bancorporation ZION Stock Holding History

EMC Capital Management’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 Q4	$254K	Sell	4,341 -766	-15%	-$41.7K	0.11%	51
2025 Q3	$289K	Hold	5,107	–	–	0.14%	48
2025 Q2	$265K	Sell	5,107 -5,143	-50%	-$241K	0.14%	43
2025 Q1	$511K	Hold	10,250	–	–	0.31%	32
2024 Q4	$556K	Buy	10,250 +7,886	+334%	+$432K	0.31%	30
2024 Q3	$397K	Sell	2,364 -7,886	-77%	-$373K	0.26%	64
2024 Q2	$445K	Hold	10,250	–	–	0.26%	49
2024 Q1	$445K	Buy	10,250 +6,635	+184%	+$274K	0.27%	49
2023 Q4	$159K	Hold	3,615	–	–	0.11%	173
2023 Q3	$126K	Buy	+3,615	New	+$126K	0.09%	194
2023 Q2	–	Sell	-3,615	Closed	-$108K	–	288
2023 Q1	$108K	Hold	3,615	–	–	0.09%	212
2022 Q4	$178K	Buy	3,615 +494	+16%	+$24.7K	0.16%	146
2022 Q3	$159K	Hold	3,121	–	–	0.15%	143
2022 Q2	$159K	Buy	3,121 +1,056	+51%	+$60K	0.14%	163
2022 Q1	$117K	Buy	+2,065	New	+$141K	0.08%	215

Other funds holding ZION

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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

EMC Capital Management's ZION Position: Q4 2025 in Review

EMC Capital Management reduced its Zions Bancorporation (ZION) stake by 15% in Q4 2025, selling an estimated $41.7K and leaving 4,341 shares worth $254K. The position accounts for 0.11% of the portfolio, ranked #51.

EMC Capital Management first reported a position in ZION in Q1 2022 and has held it in 15 quarters since. The position peaked at $556K in Q4 2024. 557 funds tracked by Wall St. Rank hold ZION as of Q4 2025.

EMC Capital Management held 4,341 shares of Zions Bancorporation worth $254K as of Q4 2025.
EMC Capital Management sold 766 Zions Bancorporation shares in Q4 2025, an estimated $41.7K.
Zions Bancorporation made up 0.11% of EMC Capital Management's portfolio in Q4 2025, its #51 holding.
EMC Capital Management first reported a position in Zions Bancorporation in Q1 2022 and has held it in 15 quarters since.
EMC Capital Management's Zions Bancorporation position peaked at $556K in Q4 2024.
557 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2025.

Based on EMC Capital Management's 13F filing for Q4 2025, filed 9 Mar 2026.