MHR
ZION icon

Matthew Hamilton Rosenberg’s Zions Bancorporation ZION Stock Holding History

Matthew Hamilton Rosenberg’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 		$8.3K Hold
144
– – ﹤0.01% 639
2025
Q4 		$8.43K Hold
144
– – ﹤0.01% 652
2025
Q3 		$8.15K Hold
144
– – ﹤0.01% 656
2025
Q2 		$7.48K Hold
144
– – ﹤0.01% 687
2025
Q1 		$7.18K Hold
144
– – ﹤0.01% 678
2024
Q4 		$7.81K Sell
144
-145
-50% -$7.94K ﹤0.01% 658
2024
Q3 		$13.6K Buy
289
+144
+99% +$6.82K ﹤0.01% 583
2024
Q2 		$6.28K Sell
145
-144
-50% -$6.08K ﹤0.01% 639
2024
Q1 		$12.4K Hold
289
– – ﹤0.01% 583
2023
Q4 		$12.7K Hold
289
– – ﹤0.01% 582
2023
Q3 		$10.1K Buy
+289
New +$10.1K ﹤0.01% 617

Other funds holding ZION

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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
FMI
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