Quent Capital’s Zions Bancorporation ZION Stock Holding History

Quent Capital’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	$38.9K	Sell	675 -48	-7%	-$2.83K	﹤0.01%	800
2025 Q4	$42.3K	Sell	723 -74	-9%	-$4.03K	﹤0.01%	792
2025 Q3	$45.1K	Buy	+797	New	+$44.3K	﹤0.01%	634
2025 Q2	–	Sell	-714	Closed	-$35.6K	–	1293
2025 Q1	$35.6K	Sell	714 -63	-8%	-$3.39K	﹤0.01%	638
2024 Q4	$42.1K	Buy	777 +87	+13%	+$4.77K	﹤0.01%	619
2024 Q3	$32.3K	Buy	690 +49	+8%	+$2.32K	﹤0.01%	774
2024 Q2	$27.8K	Sell	641 -19	-3%	-$802	﹤0.01%	771
2024 Q1	$28.7K	Buy	660 +6	+0.9%	+$247	﹤0.01%	784
2023 Q4	$28.7K	Sell	654 -128	-16%	-$4.62K	﹤0.01%	762
2023 Q3	$27.3K	Sell	782 -1,260	-62%	-$43.9K	﹤0.01%	728
2023 Q2	$54.8K	Buy	2,042 +5	+0.2%	+$139	0.01%	571
2023 Q1	$61K	Buy	2,037 +104	+5%	+$4.76K	0.01%	539
2022 Q4	$95K	Buy	1,933 +715	+59%	+$35.8K	0.02%	408
2022 Q3	$62K	Buy	1,218 +2	+0.2%	+$109	0.01%	486
2022 Q2	$62K	Buy	1,216 +33	+3%	+$1.88K	0.01%	465
2022 Q1	$78K	Sell	1,183 -95	-7%	-$6.5K	0.01%	472
2021 Q4	$81K	Buy	+1,278	New	+$81.6K	0.02%	445

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