PWS
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Peterson Wealth Services’s Zions Bancorporation ZION Stock Holding History

Peterson Wealth Services’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 		$107K Buy
1,849
+6
+0.3% +$354 0.03% 147
2025
Q4 		$108K Buy
1,843
+1,651
+860% +$89.9K 0.03% 142
2025
Q3 		$104K Sell
192
-1,636
-89% -$91K 0.03% 148
2025
Q2 		$95K Sell
1,828
-231
-11% -$10.8K 0.03% 147
2025
Q1 		$103K Buy
2,059
+8
+0.4% +$431 0.03% 143
2024
Q4 		$111K Buy
2,051
+8
+0.4% +$438 0.03% 139
2024
Q3 		$96.5K Buy
+2,043
New +$96.7K 0.03% 145
2024
Q1 		– Sell
-7,070
Closed -$314K – 117
2023
Q4 		$314K Sell
7,070
-78,422
-92% -$2.83M 0.13% 77
2023
Q3 		$2.98M Buy
85,492
+3,795
+5% +$132K 2.23% 17
2023
Q2 		$2.2M Buy
+81,697
New +$2.27M 1.05% 33

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