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Contravisory Investment Management’s Zions Bancorporation ZION Stock Holding History

Contravisory Investment 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
2025
Q2 		– Sell
-17,885
Closed -$892K – 459
2025
Q1 		$892K Buy
17,885
+622
+4% +$33.5K 0.19% 76
2024
Q4 		$937K Buy
17,263
+249
+1% +$13.6K 0.2% 62
2024
Q3 		$803K Buy
17,014
+21
+0.1% +$994 0.17% 78
2024
Q2 		$737K Sell
16,993
-73
-0.4% -$3.08K 0.16% 80
2024
Q1 		$741K Buy
+17,066
New +$704K 0.16% 78
2023
Q1 		– Sell
-8,364
Closed -$411K – 364
2022
Q4 		$411K Hold
8,364
– – 0.11% 113
2022
Q3 		$425K Hold
8,364
– – 0.14% 83
2022
Q2 		$426K Hold
8,364
– – 0.14% 85
2022
Q1 		$548K Sell
8,364
-188
-2% -$12.9K 0.16% 78
2021
Q4 		$540K Buy
8,552
+77
+0.9% +$4.92K 0.15% 95
2021
Q3 		$525K Buy
+8,475
New +$466K 0.16% 70
2018
Q4 		– Sell
-6,926
Closed -$347K – 345
2018
Q3 		$347K Sell
6,926
-41
-0.6% -$2.17K 0.12% 100
2018
Q2 		$367K Sell
6,967
-76
-1% -$4.19K 0.13% 96
2018
Q1 		$371K Buy
7,043
+442
+7% +$23.8K 0.14% 88
2017
Q4 		$336K Buy
6,601
+779
+13% +$37.3K 0.12% 89
2017
Q3 		$275K Buy
5,822
+28
+0.5% +$1.25K 0.1% 100
2017
Q2 		$254K Buy
5,794
+45
+0.8% +$1.85K 0.09% 110
2017
Q1 		$241K Buy
+5,749
New +$250K 0.09% 89

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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 $1.61T AUM 30.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Contravisory Investment Management's ZION Position: Q2 2025 in Review

Contravisory Investment Management sold out of Zions Bancorporation (ZION) in Q2 2025, closing a stake of 17,885 shares — an estimated $892K sold.

Contravisory Investment Management first reported a position in ZION in Q1 2017 and held it in 18 quarters. The position peaked at $937K in Q4 2024. 491 funds tracked by Wall St. Rank hold ZION as of Q2 2025.

  • Contravisory Investment Management reported no remaining Zions Bancorporation position as of Q2 2025 after selling out during the quarter.
  • Contravisory Investment Management sold 17,885 Zions Bancorporation shares in Q2 2025, an estimated $892K.
  • Contravisory Investment Management first reported a position in Zions Bancorporation in Q1 2017 and held it in 18 quarters.
  • Contravisory Investment Management's Zions Bancorporation position peaked at $937K in Q4 2024.
  • 491 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2025.

Based on Contravisory Investment Management's 13F filing for Q2 2025, filed 10 Jul 2025.