Knights of Columbus Asset Advisors’s Zions Bancorporation ZION Stock Holding History

Knights of Columbus Asset Advisors’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 Q2	–	Sell	-8,409	Closed	-$419K	–	392
2025 Q1	$419K	Sell	8,409 -174	-2%	-$9.37K	0.03%	270
2024 Q4	$466K	Buy	+8,583	New	+$470K	0.03%	269
2022 Q2	–	Sell	-9,385	Closed	-$615K	–	334
2022 Q1	$615K	Sell	9,385 -1,753	-16%	-$120K	0.05%	241
2021 Q4	$703K	Buy	11,138 +4,597	+70%	+$294K	0.06%	237
2021 Q3	$405K	Buy	+6,541	New	+$359K	0.04%	256

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Knights of Columbus Asset Advisors's ZION Position: Q2 2025 in Review

Knights of Columbus Asset Advisors sold out of Zions Bancorporation (ZION) in Q2 2025, closing a stake of 8,409 shares — an estimated $419K sold.

Knights of Columbus Asset Advisors first reported a position in ZION in Q3 2021 and held it in 5 quarters. The position peaked at $703K in Q4 2021. 491 funds tracked by Wall St. Rank hold ZION as of Q2 2025.

Knights of Columbus Asset Advisors reported no remaining Zions Bancorporation position as of Q2 2025 after selling out during the quarter.
Knights of Columbus Asset Advisors sold 8,409 Zions Bancorporation shares in Q2 2025, an estimated $419K.
Knights of Columbus Asset Advisors first reported a position in Zions Bancorporation in Q3 2021 and held it in 5 quarters.
Knights of Columbus Asset Advisors's Zions Bancorporation position peaked at $703K in Q4 2021.
491 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2025.

Based on Knights of Columbus Asset Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.