Mackenzie Financial’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$71.3M	Buy	1,238,094 +306,705	+33%	+$18.1M	0.09%	199
2025 Q4	$54.6M	Buy	931,389 +441,911	+90%	+$24.1M	0.06%	239
2025 Q3	$27.7M	Buy	489,478 +473,597	+2,982%	+$26.4M	0.03%	338
2025 Q2	$825K	Buy	15,881 +7,858	+98%	+$369K	﹤0.01%	1068
2025 Q1	$400K	Buy	+8,023	New	+$432K	﹤0.01%	1270
2023 Q1	–	Sell	-4,881	Closed	-$240K	–	1625
2022 Q4	$240K	Buy	4,881 +340	+7%	+$17K	﹤0.01%	1170
2022 Q3	$231K	Buy	4,541 +124	+3%	+$6.78K	﹤0.01%	1187
2022 Q2	$225K	Buy	4,417 +974	+28%	+$55.4K	﹤0.01%	1232
2022 Q1	$226K	Buy	+3,443	New	+$236K	﹤0.01%	1240
2021 Q3	–	Sell	-19,224	Closed	-$1.02M	–	1491
2021 Q2	$1.02M	Sell	19,224 -16,957	-47%	-$950K	﹤0.01%	871
2021 Q1	$1.99M	Buy	+36,181	New	+$1.86M	﹤0.01%	687
2020 Q4	–	Sell	-11,750	Closed	-$343K	–	1100
2020 Q3	$343K	Buy	+11,750	New	+$379K	﹤0.01%	852
2019 Q2	–	Sell	-8,823	Closed	-$401K	–	1275
2019 Q1	$401K	Buy	8,823 +2,862	+48%	+$137K	﹤0.01%	1062
2018 Q4	$243K	Buy	5,961 +452	+8%	+$21.1K	﹤0.01%	1067
2018 Q3	$276K	Buy	5,509 +1,012	+23%	+$53.4K	﹤0.01%	1011
2018 Q2	$237K	Buy	+4,497	New	+$248K	﹤0.01%	948