Fiduciary Management Inc’s Zions Bancorporation ZION Stock Holding History

Fiduciary Management 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	$161M	Sell	2,787,957 -106,650	-4%	-$6.28M	1.99%	15
2025 Q4	$169M	Sell	2,894,607 -134,682	-4%	-$7.33M	1.86%	20
2025 Q3	$171M	Buy	3,029,289 +378,275	+14%	+$21M	1.73%	25
2025 Q2	$138M	Buy	2,651,014 +359,464	+16%	+$16.9M	1.32%	38
2025 Q1	$114M	Sell	2,291,550 -1,836	-0.1%	-$98.9K	1.1%	46
2024 Q4	$124M	Sell	2,293,386 -3,365	-0.1%	-$184K	1.16%	44
2024 Q3	$108M	Sell	2,296,751 -3,086	-0.1%	-$146K	0.95%	49
2024 Q2	$99.7M	Buy	2,299,837 +16,681	+0.7%	+$704K	0.93%	52
2024 Q1	$99.1M	Buy	2,283,156 +35,351	+2%	+$1.46M	0.88%	55
2023 Q4	$98.6M	Buy	2,247,805 +86,165	+4%	+$3.11M	0.92%	48
2023 Q3	$75.4M	Buy	2,161,640 +37,257	+2%	+$1.3M	0.77%	51
2023 Q2	$57.1M	Buy	2,124,383 +117,129	+6%	+$3.25M	0.58%	55
2023 Q1	$60.1M	Buy	2,007,254 +514,845	+34%	+$23.6M	0.61%	51
2022 Q4	$73.4M	Sell	1,492,409 -26,045	-2%	-$1.3M	0.74%	50
2022 Q3	$77.2M	Buy	1,518,454 +1,993	+0.1%	+$109K	0.81%	45
2022 Q2	$77.2M	Sell	1,516,461 -19,215	-1%	-$1.09M	0.73%	48
2022 Q1	$101M	Sell	1,535,676 -224,336	-13%	-$15.3M	0.81%	39
2021 Q4	$111M	Sell	1,760,012 -59,085	-3%	-$3.77M	0.82%	37
2021 Q3	$113M	Sell	1,819,097 -3,114	-0.2%	-$171K	0.84%	38
2021 Q2	$96.3M	Sell	1,822,211 -40,685	-2%	-$2.28M	0.71%	40
2021 Q1	$102M	Sell	1,862,896 -247,069	-12%	-$12.7M	0.77%	38
2020 Q4	$91.7M	Sell	2,109,965 -68,934	-3%	-$2.55M	0.69%	40
2020 Q3	$63.7M	Sell	2,178,899 -145,473	-6%	-$4.69M	0.53%	42
2020 Q2	$79M	Sell	2,324,372 -49,097	-2%	-$1.55M	0.66%	38
2020 Q1	$63.5M	Buy	2,373,469 +509,307	+27%	+$21M	0.55%	41
2019 Q4	$96.8M	Buy	1,864,162 +21,634	+1%	+$1.05M	0.6%	43
2019 Q3	$82M	Buy	1,842,528 +437,568	+31%	+$18.9M	0.53%	48
2019 Q2	$64.6M	Buy	1,404,960 +559,890	+66%	+$25.9M	0.41%	52
2019 Q1	$38.4M	Sell	845,070 -16,916	-2%	-$807K	0.25%	62
2018 Q4	$35.1M	Sell	861,986 -13,210	-2%	-$616K	0.25%	61
2018 Q3	$43.9M	Sell	875,196 -20,535	-2%	-$1.08M	0.27%	61
2018 Q2	$47.2M	Sell	895,731 -73,553	-8%	-$4.06M	0.3%	60
2018 Q1	$51.1M	Buy	969,284 +106,928	+12%	+$5.75M	0.31%	55
2017 Q4	$43.8M	Sell	862,356 -35,420	-4%	-$1.7M	0.27%	58
2017 Q3	$42.4M	Sell	897,776 -5,496	-0.6%	-$245K	0.25%	61
2017 Q2	$39.7M	Sell	903,272 -408,351	-31%	-$16.8M	0.24%	61
2017 Q1	$55.1M	Sell	1,311,623 -21,385	-2%	-$929K	0.32%	53
2016 Q4	$57.4M	Buy	1,333,008 +37,470	+3%	+$1.38M	0.35%	56
2016 Q3	$40.2M	Sell	1,295,538 -46,100	-3%	-$1.31M	0.25%	63
2016 Q2	$33.7M	Sell	1,341,638 -82,750	-6%	-$2.2M	0.21%	64
2016 Q1	$34.5M	Sell	1,424,388 -125,765	-8%	-$2.89M	0.2%	67
2015 Q4	$42.3M	Sell	1,550,153 -49,590	-3%	-$1.42M	0.24%	60
2015 Q3	$44.1M	Sell	1,599,743 -9,610	-0.6%	-$285K	0.24%	60
2015 Q2	$51.1M	Sell	1,609,353 -40,844	-2%	-$1.2M	0.27%	54
2015 Q1	$44.6M	Sell	1,650,197 -11,485	-0.7%	-$301K	0.23%	59
2014 Q4	$47.4M	Sell	1,661,682 -11,330	-0.7%	-$320K	0.24%	57
2014 Q3	$48.6M	Sell	1,673,012 -3,905	-0.2%	-$113K	0.26%	58
2014 Q2	$49.4M	Buy	1,676,917 +30,815	+2%	+$906K	0.26%	54
2014 Q1	$51M	Sell	1,646,102 -8,443	-0.5%	-$257K	0.28%	54
2013 Q4	$49.6M	Sell	1,654,545 -14,185	-0.9%	-$408K	0.26%	51
2013 Q3	$45.8M	Buy	1,668,730 +446,265	+37%	+$13M	0.28%	52
2013 Q2	$35.3M	Buy	+1,222,465	New	+$32M	0.22%	55