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Ground Swell Capital’s Zions Bancorporation ZION Stock Holding History

Ground Swell Capital’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
Q2 		– Sell
-6,252
Closed -$312K – 274
2025
Q1 		$312K Buy
+6,252
New +$337K 0.67% 52
2014
Q3 		$7K Sell
228
-861
-79% -$25K 0.01% 1278
2014
Q2 		$32K Buy
+1,089
New +$32K 0.06% 263

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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Ground Swell Capital's ZION Position: Q2 2025 in Review

Ground Swell Capital sold out of Zions Bancorporation (ZION) in Q2 2025, closing a stake of 6,252 shares — an estimated $312K sold.

Ground Swell Capital first reported a position in ZION in Q2 2014 and held it in 3 quarters. The position peaked at $312K in Q1 2025. 492 funds tracked by Wall St. Rank hold ZION as of Q2 2025.

  • Ground Swell Capital reported no remaining Zions Bancorporation position as of Q2 2025 after selling out during the quarter.
  • Ground Swell Capital sold 6,252 Zions Bancorporation shares in Q2 2025, an estimated $312K.
  • Ground Swell Capital first reported a position in Zions Bancorporation in Q2 2014 and held it in 3 quarters.
  • Ground Swell Capital's Zions Bancorporation position peaked at $312K in Q1 2025.
  • 492 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2025.

Based on Ground Swell Capital's 13F filing for Q2 2025, filed 31 Jul 2025.