International Assets Investment Management’s Zions Bancorporation ZION Stock Holding History

International Assets Investment 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	$41.7K	Sell	717 -113	-14%	-$6.66K	﹤0.01%	1279
2025 Q4	$48.6K	Buy	+830	New	+$45.2K	﹤0.01%	1221
2024 Q4	–	Sell	-37,485	Closed	-$794	–	2006
2024 Q3	$794	Buy	37,485 +36,691	+4,621%	+$1.74M	﹤0.01%	1212
2024 Q2	$34.4K	Buy	+794	New	+$33.5K	﹤0.01%	1308
2023 Q2	–	Sell	-804	Closed	-$24.1K	–	1192
2023 Q1	$24.1K	Buy	+804	New	+$36.8K	﹤0.01%	778
2022 Q4	–	Sell	-792	Closed	-$40K	–	873
2022 Q3	$40K	Buy	+792	New	+$43.3K	0.01%	448
2021 Q2	–	Sell	-154	Closed	-$7K	–	1947
2021 Q1	$7K	Buy	154 +77	+100%	+$3.96K	﹤0.01%	1699
2020 Q4	$3K	Buy	+77	New	+$2.85K	﹤0.01%	1839

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