Savant Capital’s Zions Bancorporation ZION Stock Holding History

Savant 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	$810K	Buy	14,060 +2,607	+23%	+$154K	﹤0.01%	696
2025 Q4	$670K	Buy	11,453 +228	+2%	+$12.4K	﹤0.01%	721
2025 Q3	$635K	Buy	11,225 +2,455	+28%	+$137K	﹤0.01%	712
2025 Q2	$455K	Buy	8,770 +2,142	+32%	+$100K	﹤0.01%	777
2025 Q1	$330K	Sell	6,628 -674	-9%	-$36.3K	﹤0.01%	806
2024 Q4	$396K	Buy	7,302 +780	+12%	+$42.7K	﹤0.01%	981
2024 Q3	$308K	Buy	6,522 +812	+14%	+$38.4K	﹤0.01%	1079
2024 Q2	$248K	Buy	+5,710	New	+$241K	﹤0.01%	1051
2022 Q2	–	Sell	-3,223	Closed	-$211K	–	598
2022 Q1	$211K	Buy	+3,223	New	+$220K	0.01%	537

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