MYIA
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return