SAM
ZION icon

Smartleaf Asset Management’s Zions Bancorporation ZION Stock Holding History

Smartleaf Asset Management’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 		$316K Buy
5,688
+531
+10% +$31.3K 0.01% 644
2025
Q4 		$303K Buy
5,157
+2,803
+119% +$153K 0.01% 645
2025
Q3 		$134K Buy
2,354
+652
+38% +$36.3K 0.01% 914
2025
Q2 		$87.6K Sell
1,702
-466
-21% -$21.9K 0.01% 916
2025
Q1 		$107K Sell
2,168
-73
-3% -$3.93K 0.01% 804
2024
Q4 		$122K Buy
2,241
+368
+20% +$20.2K 0.01% 752
2024
Q3 		$87K Buy
1,873
+935
+100% +$44.3K 0.01% 753
2024
Q2 		$39.5K Buy
938
+288
+44% +$12.2K 0.01% 810
2024
Q1 		$28K Sell
650
-6,703
-91% -$276K 0.01% 794
2023
Q4 		$328K Buy
+7,353
New +$266K 0.09% 226

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