MSWM
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Mowery & Schoenfeld Wealth Management’s Zions Bancorporation ZION Stock Holding History

Mowery & Schoenfeld Wealth 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 		$1.45K Hold
25
– – ﹤0.01% 327
2025
Q4 		$1.48K Hold
25
– – ﹤0.01% 418
2025
Q3 		$1.43K Hold
25
– – ﹤0.01% 349
2025
Q2 		$1.31K Hold
25
– – ﹤0.01% 349
2025
Q1 		$1.26K Sell
25
-3
-11% -$162 ﹤0.01% 404
2024
Q4 		$1.52K Buy
+28
New +$1.53K ﹤0.01% 422

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VCM
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State Street
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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