VNA
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Valley National Advisers’s Zions Bancorporation ZION Stock Holding History

Valley National Advisers’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
2024
Q3 		– Sell
-60
Closed -$2K – 1164
2024
Q2 		$2K Sell
60
-20
-25% -$844 ﹤0.01% 974
2024
Q1 		$3K Buy
80
+25
+45% +$1.03K ﹤0.01% 919
2023
Q4 		$2K Buy
+55
New +$1.99K ﹤0.01% 1004
2020
Q1 		– Hold
0
– – – 860
2019
Q4 		– Hold
0
– – – 832
2019
Q3 		– Hold
0
– – – 833
2019
Q2 		– Sell
-15
Closed -$694 – 798
2019
Q1 		$1K Hold
15
– – ﹤0.01% 709
2018
Q4 		$1K Buy
+15
New +$699 ﹤0.01% 746
2018
Q3 		– Sell
-15
Closed -$1K – 760
2018
Q2 		$1K Hold
15
– – ﹤0.01% 646
2018
Q1 		$1K Buy
+15
New +$807 ﹤0.01% 620

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return