Supplemental Annuity Collective Trust (SACT) of New Jersey’s Zions Bancorporation ZION Stock Holding History

Supplemental Annuity Collective Trust (SACT) of New Jersey’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	–	Sell	-12,000	Closed	-$702K	–	371
2025 Q4	$702K	Hold	12,000	–	–	0.18%	125
2025 Q3	$679K	Hold	12,000	–	–	0.18%	123
2025 Q2	$623K	Buy	+12,000	New	+$563K	0.18%	132
2025 Q1	–	Sell	-12,000	Closed	-$651K	–	214
2024 Q4	$651K	Hold	12,000	–	–	0.19%	125
2024 Q3	$567K	Hold	12,000	–	–	0.17%	136
2024 Q2	$520K	Hold	12,000	–	–	0.16%	138
2024 Q1	$521K	Hold	12,000	–	–	0.16%	140
2023 Q4	$526K	Hold	12,000	–	–	0.18%	135
2023 Q3	$419K	Hold	12,000	–	–	0.16%	147
2023 Q2	$322K	Hold	12,000	–	–	0.12%	183
2023 Q1	$359K	Hold	12,000	–	–	0.14%	171
2022 Q4	$590K	Hold	12,000	–	–	0.24%	121
2022 Q3	$610K	Hold	12,000	–	–	0.27%	108
2022 Q2	$611K	Hold	12,000	–	–	0.24%	120
2022 Q1	$787K	Hold	12,000	–	–	0.26%	115
2021 Q4	$758K	Hold	12,000	–	–	0.23%	127
2021 Q3	$743K	Hold	12,000	–	–	0.24%	126
2021 Q2	$634K	Hold	12,000	–	–	0.21%	144
2021 Q1	$660K	Hold	12,000	–	–	0.23%	136
2020 Q4	$521K	Hold	12,000	–	–	0.19%	148
2020 Q3	$351K	Hold	12,000	–	–	0.15%	168
2020 Q2	$408K	Hold	12,000	–	–	0.19%	153
2020 Q1	$321K	Hold	12,000	–	–	0.18%	157
2019 Q4	$623K	Sell	12,000 -8,000	-40%	-$388K	0.26%	130
2019 Q3	$890K	Hold	20,000	–	–	0.41%	71
2019 Q2	$920K	Hold	20,000	–	–	0.4%	72
2019 Q1	$908K	Buy	20,000 +6,000	+43%	+$286K	0.4%	75
2018 Q4	$570K	Buy	+14,000	New	+$653K	0.29%	114

Other funds holding ZION

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Supplemental Annuity Collective Trust (SACT) of New Jersey's ZION Position: Q1 2026 in Review

Supplemental Annuity Collective Trust (SACT) of New Jersey sold out of Zions Bancorporation (ZION) in Q1 2026, closing a stake of 12,000 shares — an estimated $702K sold.

Supplemental Annuity Collective Trust (SACT) of New Jersey first reported a position in ZION in Q4 2018 and held it in 28 quarters. The position peaked at $920K in Q2 2019. 562 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

Supplemental Annuity Collective Trust (SACT) of New Jersey reported no remaining Zions Bancorporation position as of Q1 2026 after selling out during the quarter.
Supplemental Annuity Collective Trust (SACT) of New Jersey sold 12,000 Zions Bancorporation shares in Q1 2026, an estimated $702K.
Supplemental Annuity Collective Trust (SACT) of New Jersey first reported a position in Zions Bancorporation in Q4 2018 and held it in 28 quarters.
Supplemental Annuity Collective Trust (SACT) of New Jersey's Zions Bancorporation position peaked at $920K in Q2 2019.
562 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Supplemental Annuity Collective Trust (SACT) of New Jersey's 13F filing for Q1 2026, filed 1 May 2026.