SSA
ZION icon

Sierra Summit Advisors’s Zions Bancorporation ZION Stock Holding History

Sierra Summit 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 		$2.03M Buy
35,172
+1,453
+4% +$85.6K 0.29% 60
2025
Q4 		$1.97M Buy
33,719
+863
+3% +$47K 0.3% 56
2025
Q3 		$1.86M Buy
32,856
+503
+2% +$28K 0.28% 59
2025
Q2 		$1.68M Sell
32,353
-27
-0.1% -$1.27K 0.3% 52
2025
Q1 		$1.61M Buy
32,380
+10,679
+49% +$575K 0.35% 52
2024
Q4 		$1.18M Buy
21,701
+4,511
+26% +$247K 0.24% 63
2024
Q3 		$812K Buy
17,190
+3,327
+24% +$158K 0.19% 74
2024
Q2 		$601K Buy
13,863
+1,064
+8% +$44.9K 0.15% 90
2024
Q1 		$555K Buy
12,799
+102
+0.8% +$4.21K 0.15% 88
2023
Q4 		$557K Buy
+12,697
New +$459K 0.16% 79

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