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GPS Wealth Strategies Group’s Zions Bancorporation ZION Stock Holding History

GPS Wealth Strategies Group’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
2025
Q4 		– Sell
-1
Closed -$57 – 1630
2025
Q3 		$57 Hold
1
– – ﹤0.01% 1642
2025
Q2 		$52 Buy
+1
New +$47 ﹤0.01% 1619
2025
Q1 		– Sell
-1,738
Closed -$94.3K – 1576
2024
Q4 		$94.3K Hold
1,738
– – 0.01% 446
2024
Q3 		$82.1K Hold
1,738
– – 0.01% 479
2024
Q2 		$75.4K Sell
1,738
-420
-19% -$17.7K 0.01% 446
2024
Q1 		$93.6K Buy
2,158
+5
+0.2% +$206 0.02% 390
2023
Q4 		$94.5K Buy
2,153
+4
+0.2% +$144 0.02% 375
2023
Q3 		$75K Buy
2,149
+5
+0.2% +$174 0.01% 407
2023
Q2 		$57.6K Buy
2,144
+1,744
+436% +$48.4K 0.01% 464
2023
Q1 		$12K Buy
+400
New +$18.3K ﹤0.01% 801

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
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