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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return