Focus Partners Advisor Solutions’s Zions Bancorporation ZION Stock Holding History

Focus Partners Advisor Solutions’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	$372K	Buy	+6,452	New	+$380K	﹤0.01%	895
2025 Q4	–	Sell	-6,868	Closed	-$385K	–	1280
2025 Q3	$385K	Sell	6,868 -2,360	-26%	-$131K	﹤0.01%	818
2025 Q2	$479K	Sell	9,228 -2,353	-20%	-$110K	0.01%	688
2025 Q1	$577K	Buy	11,581 +6,179	+114%	+$333K	0.01%	545
2024 Q4	$293K	Sell	5,402 -1,742	-24%	-$95.4K	﹤0.01%	613
2024 Q3	$337K	Buy	7,144 +107	+2%	+$5.07K	0.01%	533
2024 Q2	$305K	Buy	7,037 +2,223	+46%	+$93.8K	0.01%	480
2024 Q1	$209K	Buy	+4,814	New	+$199K	0.01%	572

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