KA
ZION icon

Kozak & Associates’s Zions Bancorporation ZION Stock Holding History

Kozak & Associates’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
Q2 		$69.9K Buy
989
+7
+0.7% +$441 0.01% 130
2026
Q1 		$60.4K Buy
982
+57
+6% +$3.36K 0.01% 136
2025
Q4 		$55.7K Buy
925
+8
+0.9% +$436 0.01% 141
2025
Q3 		$44.9K Buy
917
+105
+13% +$5.84K 0.01% 151
2025
Q2 		$45.2K Buy
812
+7
+0.9% +$328 0.01% 154
2025
Q1 		$34.5K Buy
805
+7
+0.9% +$377 0.01% 144
2024
Q4 		$43.8K Buy
798
+5
+0.6% +$274 0.01% 138
2024
Q3 		$40.5K Buy
793
+7
+0.9% +$331 0.01% 145
2024
Q2 		$34.2K Buy
786
+47
+6% +$1.98K 0.01% 144
2024
Q1 		$33.1K Buy
739
+8
+1% +$330 0.01% 146
2023
Q4 		$30.1K Buy
731
+8
+1% +$289 0.01% 165
2023
Q3 		$24.4K Buy
723
+107
+17% +$3.73K 0.01% 182
2023
Q2 		$17.3K Buy
616
+194
+46% +$5.38K 0.01% 196
2023
Q1 		$12.6K Buy
422
+194
+85% +$8.88K 0.01% 215
2022
Q4 		$11K Buy
228
+22
+11% +$1.1K 0.01% 224
2022
Q3 		$10K Buy
206
+2
+1% +$109 0.01% 222
2022
Q2 		$10K Buy
204
+1
+0.5% +$57 0.01% 233
2022
Q1 		$13K Hold
203
– – 0.01% 234
2021
Q4 		$13K Buy
203
+2
+1% +$128 0.01% 234
2021
Q3 		$13K Buy
+201
New +$11K 0.01% 227

Other funds holding ZION

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return