CA
ZION icon

CoreCap Advisors’s Zions Bancorporation ZION Stock Holding History

CoreCap 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
2026
Q2 		– Sell
-140
Closed -$8.07K – 3296
2026
Q1 		$8.07K Sell
140
-35
-20% -$2.06K ﹤0.01% 2020
2025
Q4 		$10.2K Buy
+175
New +$9.53K ﹤0.01% 1947
2025
Q3 		– Sell
-11
Closed -$571 – 2957
2025
Q2 		$571 Sell
11
-5
-31% -$235 ﹤0.01% 2489
2025
Q1 		$798 Buy
16
+5
+45% +$269 ﹤0.01% 2578
2024
Q4 		$597 Sell
11
-233
-95% -$12.8K ﹤0.01% 2463
2024
Q3 		$11.5K Buy
+244
New +$11.6K ﹤0.01% 1747
2024
Q2 		– Sell
-244
Closed -$10.6K – 2642
2024
Q1 		$10.6K Buy
+244
New +$10.1K ﹤0.01% 1725
2022
Q4 		$87.8K Buy
+1,787
New +$89.4K 0.01% 780
2022
Q3 		– Sell
-11
Closed -$1K – 2162
2022
Q2 		$1K Buy
+11
New +$625 ﹤0.01% 2087
2022
Q1 		– Sell
-486
Closed -$31K – 2159
2021
Q4 		$31K Buy
+486
New +$31K ﹤0.01% 1170

Other funds holding ZION

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return