Fortitude Family Office’s Zions Bancorporation ZION Stock Holding History

Fortitude Family Office’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	$18.4K	Buy	320 +57	+22%	+$3.36K	﹤0.01%	452
2025 Q4	$15.4K	Sell	263 -2	-0.8%	-$109	﹤0.01%	459
2025 Q3	$15K	Hold	265	–	–	﹤0.01%	463
2025 Q2	$13.8K	Buy	265 +147	+125%	+$6.9K	﹤0.01%	462
2025 Q1	$5.88K	Hold	118	–	–	﹤0.01%	686
2024 Q4	$6.4K	Hold	118	–	–	﹤0.01%	770
2024 Q3	$5.57K	Hold	118	–	–	﹤0.01%	754
2024 Q2	$5.12K	Hold	118	–	–	﹤0.01%	580
2024 Q1	$5.12K	Hold	118	–	–	﹤0.01%	598
2023 Q4	$5.18K	Buy	+118	New	+$4.26K	﹤0.01%	612

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