Prana Capital Management’s Zions Bancorporation ZION Stock Holding History

Prana Capital 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	$670K	Buy	11,630 +1,014	+10%	+$59.7K	0.02%	115
2025 Q4	$621K	Sell	10,616 -3,714	-26%	-$202K	0.02%	99
2025 Q3	$811K	Buy	14,330 +9,538	+199%	+$531K	0.03%	96
2025 Q2	$249K	Buy	+4,792	New	+$225K	0.01%	104
2023 Q2	–	Sell	-87,733	Closed	-$2.63M	–	110
2023 Q1	$2.63M	Buy	+87,733	New	+$4.02M	0.22%	60
2022 Q2	–	Sell	-115,827	Closed	-$7.59M	–	112
2022 Q1	$7.59M	Buy	115,827 +18,328	+19%	+$1.25M	0.61%	40
2021 Q4	$6.16M	Buy	97,499 +31,973	+49%	+$2.04M	0.49%	51
2021 Q3	$4.05M	Sell	65,526 -98,927	-60%	-$5.43M	0.36%	56
2021 Q2	$8.69M	Buy	+164,453	New	+$9.21M	0.59%	49

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