CI
ZION icon

CX Institutional’s Zions Bancorporation ZION Stock Holding History

CX Institutional’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 		$136K Buy
1,972
+16
+0.8% +$1.01K ﹤0.01% 810
2026
Q1 		$113K Buy
1,956
+249
+15% +$14.7K ﹤0.01% 831
2025
Q4 		$100K Sell
1,707
-39
-2% -$2.12K ﹤0.01% 851
2025
Q3 		$99K Buy
1,746
+709
+68% +$39.5K ﹤0.01% 823
2025
Q2 		$54K Sell
1,037
-21
-2% -$985 ﹤0.01% 849
2025
Q1 		$53K Buy
+1,058
New +$57K ﹤0.01% 828
2022
Q3 		– Sell
-1,188
Closed -$60K – 1153
2022
Q2 		$60K Buy
+1,188
New +$67.5K ﹤0.01% 637
2022
Q1 		– Sell
-23,092
Closed -$1.46M – 407
2021
Q4 		$1.46M Sell
23,092
-478
-2% -$30.5K 0.12% 172
2021
Q3 		$1.46M Buy
23,570
+735
+3% +$40.4K 0.12% 179
2021
Q2 		$1.21M Buy
22,835
+590
+3% +$33K 0.1% 193
2021
Q1 		$1.22M Buy
22,245
+22,102
+15,456% +$1.14M 0.11% 185
2020
Q4 		$6K Buy
143
+77
+117% +$2.85K ﹤0.01% 778
2020
Q3 		$2K Sell
66
-107
-62% -$3.45K ﹤0.01% 829
2020
Q2 		$6K Sell
173
-265
-61% -$8.39K ﹤0.01% 655
2020
Q1 		$12K Sell
438
-25,158
-98% -$1.04M ﹤0.01% 437
2019
Q4 		$1.33M Buy
25,596
+279
+1% +$13.5K 0.23% 90
2019
Q3 		$1.13M Buy
25,317
+815
+3% +$35.2K 0.18% 116
2019
Q2 		$1.13M Buy
24,502
+4,338
+22% +$201K 0.18% 121
2019
Q1 		$916K Buy
20,164
+20,009
+12,909% +$955K 0.16% 135
2018
Q4 		$6K Buy
+155
New +$7.22K ﹤0.01% 389

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