Security National Trust’s Zions Bancorporation ZION Stock Holding History

Security National Trust’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
2021 Q3	$12K	Hold	225	–	–	﹤0.01%	342
2021 Q2	$12K	Hold	225	–	–	﹤0.01%	351
2021 Q1	$12K	Hold	225	–	–	﹤0.01%	348
2020 Q4	$10K	Hold	225	–	–	﹤0.01%	359
2020 Q3	$7K	Hold	225	–	–	﹤0.01%	366
2020 Q2	$8K	Hold	225	–	–	﹤0.01%	363
2020 Q1	$6K	Hold	225	–	–	﹤0.01%	397
2019 Q4	$12K	Hold	225	–	–	﹤0.01%	359
2019 Q3	$10K	Hold	225	–	–	﹤0.01%	323
2019 Q2	$10K	Hold	225	–	–	﹤0.01%	330
2019 Q1	$10K	Hold	225	–	–	﹤0.01%	336
2018 Q4	$9K	Hold	225	–	–	﹤0.01%	327
2018 Q3	$11K	Hold	225	–	–	﹤0.01%	335
2018 Q2	$12K	Hold	225	–	–	﹤0.01%	337
2018 Q1	$12K	Hold	225	–	–	﹤0.01%	337
2017 Q4	$11K	Hold	225	–	–	﹤0.01%	341
2017 Q3	$11K	Hold	225	–	–	﹤0.01%	346
2017 Q2	$10K	Hold	225	–	–	﹤0.01%	367
2017 Q1	$9K	Hold	225	–	–	﹤0.01%	371
2016 Q4	$10K	Hold	225	–	–	﹤0.01%	370
2016 Q3	$7K	Hold	225	–	–	﹤0.01%	402
2016 Q2	$6K	Hold	225	–	–	﹤0.01%	408
2016 Q1	$5K	Hold	225	–	–	﹤0.01%	416
2015 Q4	$6K	Hold	225	–	–	﹤0.01%	405
2015 Q3	$6K	Hold	225	–	–	﹤0.01%	411
2015 Q2	$7K	Hold	225	–	–	﹤0.01%	422
2015 Q1	$6K	Hold	225	–	–	﹤0.01%	439
2014 Q4	$6K	Hold	225	–	–	﹤0.01%	453
2014 Q3	$7K	Hold	225	–	–	﹤0.01%	446
2014 Q2	$7K	Hold	225	–	–	﹤0.01%	447
2014 Q1	$7K	Hold	225	–	–	﹤0.01%	441
2013 Q4	$7K	Hold	225	–	–	﹤0.01%	442
2013 Q3	$6K	Hold	225	–	–	﹤0.01%	433
2013 Q2	$7K	Buy	+225	New	+$5.88K	﹤0.01%	413

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Security National Trust's ZION Position: Q3 2021 in Review

Security National Trust held its Zions Bancorporation (ZION) position steady in Q3 2021 at 225 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Security National Trust first reported a position in ZION in Q2 2013 and has held it in 34 quarters since. 443 funds tracked by Wall St. Rank hold ZION as of Q3 2021.

Security National Trust held 225 shares of Zions Bancorporation worth $12K as of Q3 2021.
Security National Trust left its Zions Bancorporation share count unchanged in Q3 2021.
Zions Bancorporation made up ﹤0.01% of Security National Trust's portfolio in Q3 2021, its #342 holding.
Security National Trust first reported a position in Zions Bancorporation in Q2 2013 and has held it in 34 quarters since.
443 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.