Financial Management Professionals’s Zions Bancorporation ZION Stock Holding History

Financial Management Professionals’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 Q2	$346	Hold	5	–	–	﹤0.01%	988
2026 Q1	$288	Hold	5	–	–	﹤0.01%	921
2025 Q4	$293	Hold	5	–	–	﹤0.01%	926
2025 Q3	$283	Hold	5	–	–	﹤0.01%	907
2025 Q2	$260	Buy	+5	New	+$235	﹤0.01%	966
2017 Q3	–	Sell	-500	Closed	-$21K	–	273
2017 Q2	$21K	Hold	500	–	–	0.01%	117
2017 Q1	$21K	Buy	+500	New	+$21.7K	0.01%	119

Other funds holding ZION

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return