Pathstone Holdings

Pathstone Holdings’s Zions Bancorporation ZION Stock Holding History

Pathstone Holdings’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	$4.4M	Sell	76,318 -1,730	-2%	-$102K	0.02%	622
2025 Q4	$4.57M	Sell	78,048 -5,803	-7%	-$316K	0.02%	602
2025 Q3	$4.74M	Sell	83,851 -2,647	-3%	-$147K	0.02%	573
2025 Q2	$4.49M	Sell	86,498 -29,198	-25%	-$1.37M	0.02%	581
2025 Q1	$5.77M	Sell	115,696 -3,850	-3%	-$207K	0.03%	511
2024 Q4	$6.48M	Buy	119,546 +3,198	+3%	+$175K	0.03%	460
2024 Q3	$5.49M	Buy	116,348 +9,298	+9%	+$440K	0.02%	517
2024 Q2	$4.64M	Buy	107,050 +19,901	+23%	+$840K	0.02%	550
2024 Q1	$3.78M	Buy	87,149 +46,675	+115%	+$1.92M	0.02%	622
2023 Q4	$1.78M	Buy	+40,474	New	+$1.46M	0.01%	790

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