CI Investments Inc
ZION icon

CI Investments Inc’s Zions Bancorporation ZION Stock Holding History

CI Investments Inc’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
Q4 		– Sell
-1,585
Closed -$90K – 1270
2025
Q3 		$90K Sell
1,585
-561
-26% -$31.2K ﹤0.01% 902
2025
Q2 		$111K Sell
2,146
-308
-13% -$14.4K ﹤0.01% 885
2025
Q1 		$122K Buy
2,454
+39
+2% +$2.1K ﹤0.01% 855
2024
Q4 		$131K Sell
2,415
-429
-15% -$23.5K ﹤0.01% 867
2024
Q3 		$134K Buy
2,844
+409
+17% +$19.4K ﹤0.01% 771
2024
Q2 		$106K Buy
2,435
+19
+0.8% +$802 ﹤0.01% 799
2024
Q1 		$105K Buy
2,416
+450
+23% +$18.6K ﹤0.01% 885
2023
Q4 		$86K Buy
1,966
+415
+27% +$15K ﹤0.01% 871
2023
Q3 		$54K Buy
1,551
+5
+0.3% +$174 ﹤0.01% 950
2023
Q2 		$42K Buy
1,546
+127
+9% +$3.52K ﹤0.01% 986
2023
Q1 		$42K Buy
1,419
+112
+9% +$5.13K ﹤0.01% 951
2022
Q4 		$64K Buy
1,307
+165
+14% +$8.26K ﹤0.01% 863
2022
Q3 		$58K Sell
1,142
-59
-5% -$3.23K ﹤0.01% 806
2022
Q2 		$61K Sell
1,201
-931
-44% -$52.9K ﹤0.01% 800
2022
Q1 		$140K Hold
2,132
– – ﹤0.01% 792
2021
Q4 		$135K Buy
2,132
+2,123
+23,589% +$136K ﹤0.01% 837
2021
Q3 		$1K Buy
+9
New +$494 ﹤0.01% 1232
2020
Q4 		– Sell
-1,531
Closed -$45K – 1047
2020
Q3 		$45K Buy
+1,531
New +$49.3K ﹤0.01% 735
2019
Q3 		– Sell
-46,000
Closed -$2.12M – 613
2019
Q2 		$2.12M Buy
+46,000
New +$2.13M 0.01% 255
2019
Q1 		– Sell
-2,600
Closed -$106K – 375
2018
Q4 		$106K Buy
+2,600
New +$121K ﹤0.01% 310

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 $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

CI Investments Inc's ZION Position: Q4 2025 in Review

CI Investments Inc sold out of Zions Bancorporation (ZION) in Q4 2025, closing a stake of 1,585 shares — an estimated $90K sold.

CI Investments Inc first reported a position in ZION in Q4 2018 and held it in 20 quarters. The position peaked at $2.12M in Q2 2019. 558 funds tracked by Wall St. Rank hold ZION as of Q4 2025.

  • CI Investments Inc reported no remaining Zions Bancorporation position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 1,585 Zions Bancorporation shares in Q4 2025, an estimated $90K.
  • CI Investments Inc first reported a position in Zions Bancorporation in Q4 2018 and held it in 20 quarters.
  • CI Investments Inc's Zions Bancorporation position peaked at $2.12M in Q2 2019.
  • 558 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.