Concourse Financial Group Securities’s Zions Bancorporation ZION Stock Holding History

Concourse Financial Group Securities’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	-6,026	Closed	-$350K	–	2168
2024 Q4	$350K	Hold	6,026	–	–	0.02%	570
2024 Q3	$285K	Sell	6,026 -207	-3%	-$9.8K	0.02%	603
2024 Q2	$270K	Buy	6,233 +82	+1%	+$3.46K	0.02%	602
2024 Q1	$267K	Hold	6,151	–	–	0.02%	592
2023 Q4	$270K	Buy	6,151 +725	+13%	+$26.2K	0.02%	570
2023 Q3	$189K	Buy	5,426 +447	+9%	+$15.6K	0.01%	634
2023 Q2	$134K	Buy	4,979 +4,914	+7,560%	+$136K	0.01%	769
2023 Q1	$1.95K	Sell	65 -128	-66%	-$5.86K	﹤0.01%	2065
2022 Q4	$9.49K	Hold	193	–	–	﹤0.01%	1668
2022 Q3	$10K	Sell	193 -13	-6%	-$711	﹤0.01%	1495
2022 Q2	$10K	Buy	206 +74	+56%	+$4.21K	﹤0.01%	1671
2022 Q1	$9K	Buy	+132	New	+$9.03K	﹤0.01%	1732

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Concourse Financial Group Securities's ZION Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Zions Bancorporation (ZION) in Q1 2025, closing a stake of 6,026 shares — an estimated $350K sold.

Concourse Financial Group Securities first reported a position in ZION in Q1 2022 and held it in 12 quarters. The position peaked at $350K in Q4 2024. 497 funds tracked by Wall St. Rank hold ZION as of Q1 2025.

Concourse Financial Group Securities reported no remaining Zions Bancorporation position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 6,026 Zions Bancorporation shares in Q1 2025, an estimated $350K.
Concourse Financial Group Securities first reported a position in Zions Bancorporation in Q1 2022 and held it in 12 quarters.
Concourse Financial Group Securities's Zions Bancorporation position peaked at $350K in Q4 2024.
497 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.