IC
ZION icon

Inscription Capital’s Zions Bancorporation ZION Stock Holding History

Inscription Capital’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 		$665K Buy
11,533
+4,595
+66% +$271K 0.07% 283
2025
Q4 		$406K Sell
6,938
-2,372
-25% -$129K 0.04% 416
2025
Q3 		$527K Buy
9,310
+4,435
+91% +$247K 0.06% 339
2025
Q2 		$253K Sell
4,875
-2,436
-33% -$114K 0.04% 407
2025
Q1 		$317K Buy
+7,311
New +$394K 0.05% 238
2024
Q3 		$247K Sell
5,223
-2,090
-29% -$99K 0.04% 314
2024
Q2 		$317K Buy
7,313
+2
+0% +$84 0.05% 243
2024
Q1 		$317K Buy
+7,311
New +$302K 0.05% 238
2022
Q2 		– Sell
-3,136
Closed -$206K – 264
2022
Q1 		$206K Buy
+3,136
New +$215K 0.06% 183

Other funds holding ZION

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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