Ethic Inc’s Zions Bancorporation ZION Stock Holding History

Ethic Inc’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	$1.81M	Buy	31,386 +143	+0.5%	+$8.43K	0.03%	493
2025 Q4	$1.83M	Sell	31,243 -68	-0.2%	-$3.7K	0.03%	487
2025 Q3	$1.77M	Buy	31,311 +559	+2%	+$31.1K	0.03%	481
2025 Q2	$1.58M	Buy	30,752 +423	+1%	+$19.8K	0.03%	491
2025 Q1	$1.5M	Buy	30,329 +457	+2%	+$24.6K	0.03%	488
2024 Q4	$1.62M	Sell	29,872 -6,846	-19%	-$375K	0.03%	465
2024 Q3	$1.59M	Buy	36,718 +6,263	+21%	+$297K	0.04%	448
2024 Q2	$1.32M	Sell	30,455 -6,263	-17%	-$264K	0.03%	497
2024 Q1	$1.59M	Sell	36,718 -4,961	-12%	-$205K	0.04%	449
2023 Q4	$1.83M	Sell	41,679 -10,052	-19%	-$363K	0.05%	374
2023 Q3	$1.8M	Sell	51,731 -22,924	-31%	-$799K	0.06%	344
2023 Q2	$2.01M	Buy	74,655 +52,733	+241%	+$1.46M	0.07%	304
2023 Q1	$656K	Buy	+21,922	New	+$1M	0.03%	575
2022 Q4	–	Sell	-4,309	Closed	-$219K	–	934
2022 Q3	$219K	Buy	+4,309	New	+$236K	0.01%	725

Other funds holding ZION

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return