Quarry LP’s Zions Bancorporation ZION Stock Holding History

Quarry LP’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	–	Sell	-1,428	Closed	-$83.6K	–	2350
2025 Q4	$83.6K	Buy	1,428 +24	+2%	+$1.31K	0.01%	498
2025 Q3	$79.4K	Buy	1,404 +389	+38%	+$21.6K	0.02%	597
2025 Q2	$52.7K	Sell	1,015 -1,490	-59%	-$69.9K	0.01%	828
2025 Q1	$125K	Buy	2,505 +2,101	+520%	+$113K	0.03%	434
2024 Q4	$21.9K	Sell	404 -3,998	-91%	-$219K	﹤0.01%	1103
2024 Q3	$208K	Buy	4,402 +3,102	+239%	+$147K	0.06%	227
2024 Q2	$56.4K	Sell	1,300 -595	-31%	-$25.1K	0.02%	590
2024 Q1	$82.2K	Buy	1,895 +784	+71%	+$32.3K	0.03%	280
2023 Q4	$48.7K	Buy	+1,111	New	+$40.1K	0.02%	344
2023 Q2	–	Sell	-808	Closed	-$24.2K	–	1461
2023 Q1	$24.2K	Buy	808 +645	+396%	+$29.5K	0.01%	581
2022 Q4	$8.01K	Buy	+163	New	+$8.15K	0.01%	691

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