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FNY Investment Advisers’s Zions Bancorporation ZION Stock Holding History

FNY Investment Advisers’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
-200
Closed -$10K – 1026
2024
Q4 		$10K Sell
200
-1,200
-86% -$65.7K 0.01% 490
2024
Q3 		$66K Sell
1,400
-900
-39% -$42.6K 0.03% 254
2024
Q2 		$99K Buy
+2,300
New +$97.1K 0.07% 183

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 $3.38T AUM 44.17% 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

FNY Investment Advisers's ZION Position: Q1 2025 in Review

FNY Investment Advisers sold out of Zions Bancorporation (ZION) in Q1 2025, closing a stake of 200 shares — an estimated $10K sold.

FNY Investment Advisers first reported a position in ZION in Q2 2024 and held it in 3 quarters. The position peaked at $99K in Q2 2024. 498 funds tracked by Wall St. Rank hold ZION as of Q1 2025.

  • FNY Investment Advisers reported no remaining Zions Bancorporation position as of Q1 2025 after selling out during the quarter.
  • FNY Investment Advisers sold 200 Zions Bancorporation shares in Q1 2025, an estimated $10K.
  • FNY Investment Advisers first reported a position in Zions Bancorporation in Q2 2024 and held it in 3 quarters.
  • FNY Investment Advisers's Zions Bancorporation position peaked at $99K in Q2 2024.
  • 498 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2025.

Based on FNY Investment Advisers's 13F filing for Q1 2025, filed 17 Apr 2025.