Emerald Mutual Fund Advisers Trust’s Zions Bancorporation ZION Stock Holding History

Emerald Mutual Fund Advisers Trust’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 Q2	–	Sell	-4,828	Closed	-$241K	–	236
2025 Q1	$241K	Hold	4,828	–	–	0.02%	174
2024 Q4	$262K	Sell	4,828 -10,220	-68%	-$560K	0.02%	176
2024 Q3	$711K	Hold	15,048	–	–	0.04%	153
2024 Q2	$653K	Hold	15,048	–	–	0.03%	153
2024 Q1	$653K	Sell	15,048 -17,404	-54%	-$718K	0.03%	155
2023 Q4	$1.42M	Hold	32,452	–	–	0.08%	137
2023 Q3	$1.13M	Hold	32,452	–	–	0.07%	136
2023 Q2	$872K	Buy	+32,452	New	+$900K	0.05%	142
2020 Q3	–	Sell	-27,245	Closed	-$926K	–	365
2020 Q2	$926K	Buy	+27,245	New	+$863K	0.04%	170

Other funds holding ZION

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's ZION Position: Q2 2025 in Review

Emerald Mutual Fund Advisers Trust sold out of Zions Bancorporation (ZION) in Q2 2025, closing a stake of 4,828 shares — an estimated $241K sold.

Emerald Mutual Fund Advisers Trust first reported a position in ZION in Q2 2020 and held it in 9 quarters. The position peaked at $1.42M in Q4 2023. 492 funds tracked by Wall St. Rank hold ZION as of Q2 2025.

Emerald Mutual Fund Advisers Trust reported no remaining Zions Bancorporation position as of Q2 2025 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 4,828 Zions Bancorporation shares in Q2 2025, an estimated $241K.
Emerald Mutual Fund Advisers Trust first reported a position in Zions Bancorporation in Q2 2020 and held it in 9 quarters.
Emerald Mutual Fund Advisers Trust's Zions Bancorporation position peaked at $1.42M in Q4 2023.
492 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2025.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2025, filed 4 Aug 2025.