IP
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Interval Partners’s Zions Bancorporation ZION Stock Holding History

Interval Partners’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
-158,700
Closed -$8.98M – 542
2025
Q3 		$8.98M Buy
158,700
+78,000
+97% +$4.34M 0.19% 148
2025
Q2 		$4.19M Sell
80,700
-4,400
-5% -$206K 0.1% 219
2025
Q1 		$4.24M Buy
+85,100
New +$4.58M 0.15% 194
2023
Q2 		– Sell
-70,000
Closed -$2.1M – 409
2023
Q1 		$2.1M Buy
+70,000
New +$3.2M 0.12% 195
2022
Q2 		– Sell
-31,700
Closed -$2.08M – 387
2022
Q1 		$2.08M Buy
+31,700
New +$2.17M 0.16% 198
2020
Q2 		– Sell
-48,300
Closed -$1.29M – 332
2020
Q1 		$1.29M Buy
+48,300
New +$1.99M 0.13% 139
2016
Q3 		– Sell
-40,000
Closed -$1M – 211
2016
Q2 		$1M Buy
+40,000
New +$1.06M 0.09% 129

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