EBA
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Eagle Bay Advisors’s Zions Bancorporation ZION Stock Holding History

Eagle Bay 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
2025
Q1 		– Sell
-764
Closed -$41.5K – 973
2024
Q4 		$41.5K Sell
764
-338
-31% -$18.5K 0.03% 359
2024
Q3 		$52.1K Sell
1,102
-10
-0.9% -$473 0.02% 437
2024
Q2 		$48.2K Sell
1,112
-623
-36% -$26.3K 0.03% 332
2024
Q1 		$75.3K Buy
1,735
+197
+13% +$8.13K 0.05% 258
2023
Q4 		$67.5K Sell
1,538
-473
-24% -$17.1K 0.04% 257
2023
Q3 		$70.2K Buy
2,011
+575
+40% +$20K 0.03% 336
2023
Q2 		$38.6K Sell
1,436
-761
-35% -$21.1K 0.02% 408
2023
Q1 		$65.8K Buy
2,197
+778
+55% +$35.6K 0.04% 326
2022
Q4 		$69.8K Sell
1,419
-620
-30% -$31K 0.04% 312
2022
Q3 		$104K Buy
2,039
+541
+36% +$29.6K 0.06% 193
2022
Q2 		$76.2K Buy
1,498
+1,462
+4,061% +$83.1K 0.05% 263
2022
Q1 		$2K Sell
36
-964
-96% -$65.9K ﹤0.01% 285
2021
Q4 		$63K Buy
1,000
+220
+28% +$14K 0.04% 307
2021
Q3 		$48K Buy
780
+611
+362% +$33.6K 0.03% 418
2021
Q2 		$10K Buy
+169
New +$9.46K 0.01% 681

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 $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Eagle Bay Advisors's ZION Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Zions Bancorporation (ZION) in Q1 2025, closing a stake of 764 shares — an estimated $41.5K sold.

Eagle Bay Advisors first reported a position in ZION in Q2 2021 and held it in 15 quarters. The position peaked at $104K in Q3 2022. 498 funds tracked by Wall St. Rank hold ZION as of Q1 2025.

  • Eagle Bay Advisors reported no remaining Zions Bancorporation position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 764 Zions Bancorporation shares in Q1 2025, an estimated $41.5K.
  • Eagle Bay Advisors first reported a position in Zions Bancorporation in Q2 2021 and held it in 15 quarters.
  • Eagle Bay Advisors's Zions Bancorporation position peaked at $104K in Q3 2022.
  • 498 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.