Mather Group’s Zions Bancorporation ZION Stock Holding History

Mather Group’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	$406K	Sell	7,045 -392	-5%	-$23.1K	﹤0.01%	548
2025 Q4	$435K	Buy	7,437 +2,729	+58%	+$149K	﹤0.01%	441
2025 Q3	$266K	Sell	4,708 -1	-0%	-$56	﹤0.01%	545
2025 Q2	$245K	Sell	4,709 -425	-8%	-$19.9K	﹤0.01%	554
2025 Q1	$256K	Sell	5,134 -1,713	-25%	-$92.2K	﹤0.01%	522
2024 Q4	$371K	Sell	6,847 -86	-1%	-$4.71K	﹤0.01%	417
2024 Q3	$327K	Sell	6,933 -152	-2%	-$7.2K	﹤0.01%	448
2024 Q2	$308K	Buy	7,085 +78	+1%	+$3.29K	﹤0.01%	525
2024 Q1	$307K	Sell	7,007 -12	-0.2%	-$495	﹤0.01%	436
2023 Q4	$308K	Buy	7,019 +930	+15%	+$33.6K	﹤0.01%	447
2023 Q3	$212K	Buy	+6,089	New	+$212K	﹤0.01%	513

Other funds holding ZION

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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

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