MMA Asset Management’s Zions Bancorporation ZION Stock Holding History

MMA Asset Management’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	-6,275	Closed	-$367K	–	200
2025 Q4	$367K	Hold	6,275	–	–	0.13%	132
2025 Q3	$355K	Sell	6,275 -784	-11%	-$43.6K	0.12%	141
2025 Q2	$367K	Sell	7,059 -132	-2%	-$6.19K	0.14%	114
2025 Q1	$359K	Hold	7,191	–	–	0.15%	93
2024 Q4	$390K	Sell	7,191 -149	-2%	-$8.16K	0.17%	84
2024 Q3	$347K	Hold	7,340	–	–	0.09%	108
2024 Q2	$318K	Sell	7,340 -246	-3%	-$10.4K	0.15%	92
2024 Q1	$335K	Buy	+7,586	New	+$313K	0.16%	93

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