Mount Yale Investment Advisors’s Zions Bancorporation ZION Stock Holding History

Mount Yale Investment Advisors’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
2025 Q3	–	Sell	-1,199	Closed	-$62.3K	–	1637
2025 Q2	$62.3K	Buy	+1,199	New	+$56.2K	﹤0.01%	759
2020 Q1	–	Sell	-6,580	Closed	-$299K	–	339
2019 Q4	$299K	Buy	6,580 +77	+1%	+$3.74K	0.05%	278
2019 Q3	$330K	Sell	6,503 -1,492	-19%	-$64.5K	0.06%	257
2019 Q2	$330K	Sell	7,995 -880	-10%	-$40.7K	0.06%	251
2019 Q1	$403K	Sell	8,875 -326	-4%	-$15.6K	0.08%	218
2018 Q4	$455K	Buy	9,201 +2,596	+39%	+$121K	0.09%	192
2018 Q3	$328K	Sell	6,605 -3,106	-32%	-$164K	0.06%	238
2018 Q2	$512K	Sell	9,711 -183	-2%	-$10.1K	0.1%	168
2018 Q1	$522K	Buy	+9,894	New	+$532K	0.11%	161

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Mount Yale Investment Advisors's ZION Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Zions Bancorporation (ZION) in Q3 2025, closing a stake of 1,199 shares — an estimated $62.3K sold.

Mount Yale Investment Advisors first reported a position in ZION in Q1 2018 and held it in 9 quarters. The position peaked at $522K in Q1 2018. 514 funds tracked by Wall St. Rank hold ZION as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Zions Bancorporation position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 1,199 Zions Bancorporation shares in Q3 2025, an estimated $62.3K.
Mount Yale Investment Advisors first reported a position in Zions Bancorporation in Q1 2018 and held it in 9 quarters.
Mount Yale Investment Advisors's Zions Bancorporation position peaked at $522K in Q1 2018.
514 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.