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ZION icon

NBC Securities’s Zions Bancorporation ZION Stock Holding History

NBC Securities’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 		$91.6K Hold
1,590
– – 0.01% 1118
2025
Q4 		$93.1K Hold
1,590
– – 0.01% 1109
2025
Q3 		$90K Hold
1,590
– – 0.01% 1112
2025
Q2 		$82K Hold
1,590
– – 0.01% 1130
2025
Q1 		$79K Buy
1,590
+1,589
+158,900% +$85.6K 0.01% 1034
2024
Q4 		$86 Sell
1
-1,589
-100% -$87.1K 0.01% 954
2024
Q3 		$75K Sell
1,590
-358
-18% -$16.9K 0.01% 1067
2024
Q2 		$84K Sell
1,948
-1,468
-43% -$62K 0.01% 994
2024
Q1 		$148K Sell
3,416
-12,591
-79% -$519K 0.01% 843
2023
Q4 		$702K Buy
16,007
+1,928
+14% +$69.6K 0.07% 299
2023
Q3 		$491K Buy
+14,079
New +$491K 0.05% 390

Other funds holding ZION

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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