Capstone Investment Advisors
ZION icon

Capstone Investment Advisors’s Zions Bancorporation ZION Stock Holding History

Capstone Investment 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
2025
Q1 		– Sell
-10,000
Closed -$543K – 1946
2024
Q4 		$543K Hold
10,000
– – ﹤0.01% 1288
2024
Q3 		$472K Hold
10,000
– – ﹤0.01% 1229
2024
Q2 		$434K Sell
10,000
-200
-2% -$8.44K ﹤0.01% 1385
2024
Q1 		$443K Sell
10,200
-4,000
-28% -$165K ﹤0.01% 1631
2023
Q4 		$623K Buy
14,200
+5,700
+67% +$206K ﹤0.01% 1233
2023
Q3 		$297K Buy
8,500
+3,800
+81% +$132K ﹤0.01% 1611
2023
Q2 		$126K Buy
4,700
+1,400
+42% +$38.8K ﹤0.01% 1660
2023
Q1 		$98.8K Buy
3,300
+1,600
+94% +$73.2K ﹤0.01% 1374
2022
Q4 		$83.6K Sell
1,700
-300
-15% -$15K ﹤0.01% 1422
2022
Q3 		$102K Sell
2,000
-200
-9% -$10.9K ﹤0.01% 1550
2022
Q2 		$112K Sell
2,200
-11,700
-84% -$665K ﹤0.01% 1488
2022
Q1 		$911K Sell
13,900
-7,100
-34% -$486K ﹤0.01% 1354
2021
Q4 		$1.33M Sell
21,000
-6,100
-23% -$389K ﹤0.01% 1222
2021
Q3 		$1.68M Buy
27,100
+9,100
+51% +$500K ﹤0.01% 1260
2021
Q2 		$951K Buy
18,000
+4,300
+31% +$241K ﹤0.01% 1244
2021
Q1 		$753K Sell
13,700
-9,000
-40% -$463K ﹤0.01% 1184
2020
Q4 		$986K Sell
22,700
-11,700
-34% -$433K ﹤0.01% 1086
2020
Q3 		$1M Buy
34,400
+3,700
+12% +$119K 0.01% 1014
2020
Q2 		$1.04M Sell
30,700
-1,900
-6% -$60.2K 0.01% 906
2020
Q1 		$872K Sell
32,600
-2,100
-6% -$86.5K 0.01% 752
2019
Q4 		$1.8M Buy
34,700
+11,300
+48% +$549K 0.01% 860
2019
Q3 		$1.04M Buy
23,400
+2,800
+14% +$121K 0.01% 934
2019
Q2 		$947K Buy
20,600
+6,300
+44% +$291K 0.01% 963
2019
Q1 		$649K Buy
14,300
+7,100
+99% +$339K 0.01% 937
2018
Q4 		$293K Buy
7,200
+3,200
+80% +$149K ﹤0.01% 945
2018
Q3 		$201K Buy
+4,000
New +$211K ﹤0.01% 1013

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capstone Investment Advisors's ZION Position: Q4 2024 in Review

Capstone Investment Advisors sold out of Zions Bancorporation (ZION) in Q4 2024, closing a stake of 1,528 shares — an estimated $83.7K sold.

Capstone Investment Advisors first reported a position in ZION in Q4 2015 and held it in 21 quarters. The position peaked at $2.5M in Q3 2020. 472 funds tracked by Wall St. Rank hold ZION as of Q4 2024.

  • Capstone Investment Advisors reported no remaining Zions Bancorporation position as of Q4 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 1,528 Zions Bancorporation shares in Q4 2024, an estimated $83.7K.
  • Capstone Investment Advisors first reported a position in Zions Bancorporation in Q4 2015 and held it in 21 quarters.
  • Capstone Investment Advisors's Zions Bancorporation position peaked at $2.5M in Q3 2020.
  • 472 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2024.

Based on Capstone Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.