Evoke Wealth’s Zions Bancorporation ZION Stock Holding History

Evoke Wealth’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	$244K	Buy	+4,229	New	+$249K	﹤0.01%	602
2022 Q4	–	Sell	-1,165	Closed	-$59K	–	1170
2022 Q3	$59K	Hold	1,165	–	–	﹤0.01%	492
2022 Q2	$59K	Buy	1,165 +6	+0.5%	+$341	﹤0.01%	496
2022 Q1	$76K	Buy	1,159 +49	+4%	+$3.35K	﹤0.01%	469
2021 Q4	$70K	Buy	1,110 +6	+0.5%	+$383	﹤0.01%	490
2021 Q3	$68K	Buy	1,104 +1,000	+962%	+$54.9K	﹤0.01%	475
2021 Q2	$5K	Sell	104 -112	-52%	-$6.27K	﹤0.01%	908
2021 Q1	$12K	Buy	216 +85	+65%	+$4.38K	﹤0.01%	665
2020 Q4	$6K	Hold	131	–	–	﹤0.01%	696
2020 Q3	$4K	Sell	131 -143	-52%	-$4.61K	﹤0.01%	745
2020 Q2	$9K	Buy	274 +90	+49%	+$2.85K	﹤0.01%	573
2020 Q1	$4.92K	Buy	184 +4	+2%	+$165	﹤0.01%	609
2019 Q4	$9.35K	Sell	180 -9	-5%	-$437	﹤0.01%	767
2019 Q3	$8.41K	Buy	+189	New	+$8.17K	﹤0.01%	862

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