First Personal Financial Services’s Zions Bancorporation ZION Stock Holding History

First Personal Financial Services’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
2024 Q3	$189	Buy	+4	New	+$189	﹤0.01%	473
2019 Q3	–	Sell	-8,343	Closed	-$384K	–	763
2019 Q2	$384K	Hold	8,343	–	–	0.11%	127
2019 Q1	$379K	Hold	8,343	–	–	0.12%	127
2018 Q4	$340K	Buy	8,343 +4,543	+120%	+$212K	0.12%	126
2018 Q3	$191K	Buy	+3,800	New	+$201K	0.06%	168

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Personal Financial Services's ZION Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Zions Bancorporation (ZION) in Q3 2024: 4 shares worth $189. The stake represents ﹤0.01% of the portfolio and ranks #473 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in ZION as recently as Q2 2019.

First Personal Financial Services first reported a position in ZION in Q3 2018 and has held it in 5 quarters since. The position peaked at $384K in Q2 2019. 469 funds tracked by Wall St. Rank hold ZION as of Q3 2024.

First Personal Financial Services held 4 shares of Zions Bancorporation worth $189 as of Q3 2024.
Zions Bancorporation was a new First Personal Financial Services position in Q3 2024.
Zions Bancorporation made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #473 holding.
First Personal Financial Services first reported a position in Zions Bancorporation in Q3 2018 and has held it in 5 quarters since.
First Personal Financial Services's Zions Bancorporation position peaked at $384K in Q2 2019.
469 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.