SFA
ZION icon

Sequoia Financial Advisors’s Zions Bancorporation ZION Stock Holding History

Sequoia Financial Advisors’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 		$5.15M Sell
89,414
-2,827
-3% -$167K 0.03% 315
2025
Q4 		$5.4M Buy
92,241
+14,401
+19% +$784K 0.03% 312
2025
Q3 		$4.4M Buy
77,840
+3,756
+5% +$209K 0.03% 326
2025
Q2 		$3.85M Buy
74,084
+4,314
+6% +$202K 0.03% 328
2025
Q1 		$3.48M Buy
69,770
+2,652
+4% +$143K 0.03% 329
2024
Q4 		$3.64M Buy
67,118
+39,549
+143% +$2.17M 0.04% 301
2024
Q3 		$1.3M Buy
27,569
+506
+2% +$24K 0.01% 470
2024
Q2 		$1.17M Buy
27,063
+327
+1% +$13.8K 0.01% 447
2024
Q1 		$1.16M Sell
26,736
-3,720
-12% -$153K 0.01% 443
2023
Q4 		$1.34M Buy
+30,456
New +$1.1M 0.02% 448

Other funds holding ZION

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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
FMI
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