VWA
ZION icon

Valued Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

Valued Wealth 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 		$10K Buy
174
+108
+164% +$6.36K ﹤0.01% 291
2025
Q4 		$3.88K Buy
66
+40
+154% +$2.18K ﹤0.01% 330
2025
Q3 		$1.46K Sell
26
-59
-69% -$3.28K ﹤0.01% 409
2025
Q2 		$4.43K Hold
85
– – ﹤0.01% 297
2025
Q1 		$4.21K Buy
85
+1
+1% +$54 ﹤0.01% 329
2024
Q4 		$4.55K Sell
84
-4
-5% -$219 ﹤0.01% 311
2024
Q3 		$4.17K Hold
88
– – ﹤0.01% 303
2024
Q2 		$3.8K Buy
88
+14
+19% +$591 ﹤0.01% 298
2024
Q1 		$3.21K Sell
74
-8
-10% -$330 ﹤0.01% 298
2023
Q4 		$2.86K Buy
+82
New +$2.96K ﹤0.01% 265

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