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Ategra Capital Management’s Zions Bancorporation ZION Stock Holding History

Ategra Capital 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
2024
Q2 		– Sell
-135,898
Closed -$5.9M – 96
2024
Q1 		$5.9M Buy
135,898
+1,711
+1% +$70.6K 2.66% 11
2023
Q4 		$5.89M Buy
134,187
+28,425
+27% +$1.03M 2.59% 12
2023
Q3 		$3.69M Buy
105,762
+5,480
+5% +$191K 2% 15
2023
Q2 		$2.69M Buy
100,282
+14,419
+17% +$400K 1.45% 20
2023
Q1 		$2.57M Buy
+85,863
New +$3.93M 1.41% 22

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ategra Capital Management's ZION Position: Q2 2024 in Review

Ategra Capital Management sold out of Zions Bancorporation (ZION) in Q2 2024, closing a stake of 135,898 shares — an estimated $5.9M sold.

Ategra Capital Management first reported a position in ZION in Q1 2023 and held it in 5 quarters. The position peaked at $5.9M in Q1 2024. 430 funds tracked by Wall St. Rank hold ZION as of Q2 2024.

  • Ategra Capital Management reported no remaining Zions Bancorporation position as of Q2 2024 after selling out during the quarter.
  • Ategra Capital Management sold 135,898 Zions Bancorporation shares in Q2 2024, an estimated $5.9M.
  • Ategra Capital Management first reported a position in Zions Bancorporation in Q1 2023 and held it in 5 quarters.
  • Ategra Capital Management's Zions Bancorporation position peaked at $5.9M in Q1 2024.
  • 430 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2024.

Based on Ategra Capital Management's 13F filing for Q2 2024, filed 14 Feb 2025.