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Principal Securities’s Zions Bancorporation ZION Stock Holding History

Principal 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
2025
Q4 		– Sell
-87
Closed -$4.92K – 3567
2025
Q3 		$4.92K Buy
87
+35
+67% +$1.95K ﹤0.01% 2971
2025
Q2 		$2.7K Sell
52
-1,342
-96% -$63K ﹤0.01% 3050
2025
Q1 		$75.6K Hold
1,394
– – ﹤0.01% 1560
2024
Q4 		$75.6K Sell
1,394
-655
-32% -$35.9K ﹤0.01% 1557
2024
Q3 		$96.8K Sell
2,049
-43
-2% -$2.04K ﹤0.01% 1414
2024
Q2 		$90.7K Sell
2,092
-58
-3% -$2.45K ﹤0.01% 1373
2024
Q1 		$93.3K Sell
2,150
-715
-25% -$29.5K ﹤0.01% 1304
2023
Q4 		$126K Buy
+2,865
New +$103K ﹤0.01% 1111

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 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