Legacy Bridge’s Zions Bancorporation ZION Stock Holding History

Legacy Bridge’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	–	Sell	-63	Closed	-$3.69K	–	480
2025 Q4	$3.69K	Buy	+63	New	+$3.43K	﹤0.01%	381

Other funds holding ZION

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Legacy Bridge's ZION Position: Q1 2026 in Review

Legacy Bridge sold out of Zions Bancorporation (ZION) in Q1 2026, closing a stake of 63 shares — an estimated $3.69K sold.

Legacy Bridge first reported a position in ZION in Q4 2025 and held it in 1 quarter. The position peaked at $3.69K in Q4 2025. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

Legacy Bridge reported no remaining Zions Bancorporation position as of Q1 2026 after selling out during the quarter.
Legacy Bridge sold 63 Zions Bancorporation shares in Q1 2026, an estimated $3.69K.
Legacy Bridge first reported a position in Zions Bancorporation in Q4 2025 and held it in 1 quarter.
Legacy Bridge's Zions Bancorporation position peaked at $3.69K in Q4 2025.
559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.