First Capital Advisors Group’s Zions Bancorporation ZION Stock Holding History

First Capital Advisors Group’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
2023 Q2	$1.45K	Buy	+54	New	+$1.5K	﹤0.01%	842
2018 Q2	–	Sell	-87	Closed	-$5K	–	794
2018 Q1	$5K	Buy	+87	New	+$4.68K	﹤0.01%	651

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

First Capital Advisors Group's ZION Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Zions Bancorporation (ZION) in Q2 2023: 54 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #842 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in ZION as recently as Q1 2018.

First Capital Advisors Group first reported a position in ZION in Q1 2018 and has held it in 2 quarters since. The position peaked at $5K in Q1 2018. 421 funds tracked by Wall St. Rank hold ZION as of Q2 2023.

First Capital Advisors Group held 54 shares of Zions Bancorporation worth $1.45K as of Q2 2023.
Zions Bancorporation was a new First Capital Advisors Group position in Q2 2023.
Zions Bancorporation made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #842 holding.
First Capital Advisors Group first reported a position in Zions Bancorporation in Q1 2018 and has held it in 2 quarters since.
First Capital Advisors Group's Zions Bancorporation position peaked at $5K in Q1 2018.
421 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.