Your Advocates Ltd’s Zions Bancorporation ZION Stock Holding History

Your Advocates Ltd’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	$237	Buy	4 +1	+33%	+$59	﹤0.01%	213
2025 Q4	$181	Buy	3 +2	+200%	+$109	﹤0.01%	219
2025 Q3	$60	Buy	+1	New	+$56	﹤0.01%	214
2025 Q2	–	Hold	0	–	–	–	201
2025 Q1	–	Hold	0	–	–	–	208
2024 Q4	–	Hold	0	–	–	–	208
2024 Q3	–	Hold	0	–	-$2	–	248
2024 Q2	–	Sell	-4	Closed	-$169	–	238
2024 Q1	$175	Sell	4 -15	-79%	-$619	﹤0.01%	216
2023 Q4	$812	Buy	19 +6	+46%	+$217	﹤0.01%	201
2023 Q3	$466	Sell	13 -2	-13%	-$70	﹤0.01%	245
2023 Q2	$403	Buy	+15	New	+$416	﹤0.01%	257

Other funds holding ZION

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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

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