Mercer Global Advisors’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	$3.54M	Buy	61,468 +44,572	+264%	+$2.63M	0.01%	921
2025 Q4	$989K	Sell	16,896 -2,373	-12%	-$129K	﹤0.01%	1460
2025 Q3	$1.09M	Buy	19,269 +10,176	+112%	+$566K	﹤0.01%	1334
2025 Q2	$473K	Sell	9,093 -2,688	-23%	-$126K	﹤0.01%	1594
2025 Q1	$586K	Buy	11,781 +7,330	+165%	+$395K	﹤0.01%	1377
2024 Q4	$241K	Buy	+4,451	New	+$244K	﹤0.01%	1868
2022 Q4	–	Sell	-6,672	Closed	-$339K	–	2002
2022 Q3	$339K	Sell	6,672 -6,333	-49%	-$346K	﹤0.01%	1340
2022 Q2	$662K	Buy	13,005 +5,047	+63%	+$287K	﹤0.01%	1012
2022 Q1	$522K	Buy	7,958 +1,340	+20%	+$91.7K	﹤0.01%	1207
2021 Q4	$418K	Buy	+6,618	New	+$423K	﹤0.01%	1300
2021 Q2	–	Sell	-12,633	Closed	-$694K	–	1755
2021 Q1	$694K	Buy	+12,633	New	+$650K	0.01%	934
2020 Q1	–	Sell	-29,216	Closed	-$1.52M	–	1271
2019 Q4	$1.52M	Buy	29,216 +4,304	+17%	+$209K	0.03%	409
2019 Q3	$1.11M	Buy	24,912 +7,015	+39%	+$303K	0.03%	456
2019 Q2	$823K	Buy	17,897 +2,595	+17%	+$120K	0.02%	513
2019 Q1	$695K	Buy	+15,302	New	+$730K	0.03%	525