Forum Financial Management’s Zions Bancorporation ZION Stock Holding History

Forum Financial Management’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	–	Sell	-6,446	Closed	-$377K	–	1008
2025 Q4	$377K	Buy	6,446 +3	+0%	+$163	﹤0.01%	625
2025 Q3	$365K	Buy	6,443 +716	+13%	+$39.8K	0.01%	628
2025 Q2	$297K	Buy	5,727 +589	+11%	+$27.6K	﹤0.01%	674
2025 Q1	$256K	Buy	5,138 +13	+0.3%	+$700	﹤0.01%	681
2024 Q4	$278K	Buy	5,125 +4	+0.1%	+$219	﹤0.01%	661
2024 Q3	$242K	Buy	5,121 +4	+0.1%	+$189	﹤0.01%	628
2024 Q2	$222K	Buy	5,117 +11	+0.2%	+$464	﹤0.01%	623
2024 Q1	$222K	Buy	5,106 +108	+2%	+$4.45K	﹤0.01%	654
2023 Q4	$219K	Buy	+4,998	New	+$181K	﹤0.01%	598
2023 Q1	–	Sell	-4,880	Closed	-$240K	–	644
2022 Q4	$240K	Buy	4,880 +1	+0%	+$50	0.01%	476
2022 Q3	$248K	Hold	4,879	–	–	0.01%	417
2022 Q2	$248K	Buy	4,879 +85	+2%	+$4.83K	0.01%	430
2022 Q1	$314K	Hold	4,794	–	–	0.02%	372
2021 Q4	$303K	Buy	+4,794	New	+$306K	0.02%	419

Other funds holding ZION

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Forum Financial Management's ZION Position: Q1 2026 in Review

Forum Financial Management sold out of Zions Bancorporation (ZION) in Q1 2026, closing a stake of 6,446 shares — an estimated $377K sold.

Forum Financial Management first reported a position in ZION in Q4 2021 and held it in 14 quarters. The position peaked at $377K in Q4 2025. 566 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

Forum Financial Management reported no remaining Zions Bancorporation position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 6,446 Zions Bancorporation shares in Q1 2026, an estimated $377K.
Forum Financial Management first reported a position in Zions Bancorporation in Q4 2021 and held it in 14 quarters.
Forum Financial Management's Zions Bancorporation position peaked at $377K in Q4 2025.
566 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.