PCP
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Proficio Capital Partners’s Zions Bancorporation ZION Stock Holding History

Proficio Capital Partners’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
Q3 		– Sell
-4,219
Closed -$219K – 442
2025
Q2 		$219K Buy
+4,219
New +$198K 0.01% 403
2019
Q3 		– Sell
-1,022
Closed -$47K – 1588
2019
Q2 		$47K Buy
1,022
+498
+95% +$23K 0.02% 398
2019
Q1 		$24K Buy
524
+494
+1,647% +$23.6K 0.01% 585
2018
Q4 		$1K Buy
30
+2
+7% +$93 ﹤0.01% 1152
2018
Q3 		$1K Sell
28
-1
-3% -$53 ﹤0.01% 1210
2018
Q2 		$2K Buy
29
+22
+314% +$1.21K ﹤0.01% 1149
2018
Q1 		$0 Hold
7
– – ﹤0.01% 1352
2017
Q4 		$0 Hold
7
– – ﹤0.01% 1332
2017
Q3 		$0 Hold
7
– – ﹤0.01% 1341
2017
Q2 		$0 Buy
+7
New +$288 ﹤0.01% 1342

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State Street
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LSV Asset Management
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Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
VNIM
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FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return