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Independent Financial Group’s Zions Bancorporation ZION Stock Holding History

Independent Financial 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
2024
Q4 		– Sell
-8,172
Closed -$386K – 1250
2024
Q3 		$386K Sell
8,172
-251
-3% -$11.9K 0.01% 765
2024
Q2 		$365K Sell
8,423
-8,607
-51% -$363K 0.01% 746
2024
Q1 		$739K Sell
17,030
-2,862
-14% -$118K 0.03% 467
2023
Q4 		$873K Sell
19,892
-21,850
-52% -$789K 0.05% 395
2023
Q3 		$1.46M Sell
41,742
-56,227
-57% -$1.96M 0.09% 238
2023
Q2 		$2.63M Buy
97,969
+75,914
+344% +$2.11M 0.18% 117
2023
Q1 		$660K Buy
+22,055
New +$1.01M 0.05% 387

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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 $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Financial Group's ZION Position: Q4 2024 in Review

Independent Financial Group sold out of Zions Bancorporation (ZION) in Q4 2024, closing a stake of 8,172 shares — an estimated $386K sold.

Independent Financial Group first reported a position in ZION in Q1 2023 and held it in 7 quarters. The position peaked at $2.63M in Q2 2023. 472 funds tracked by Wall St. Rank hold ZION as of Q4 2024.

  • Independent Financial Group reported no remaining Zions Bancorporation position as of Q4 2024 after selling out during the quarter.
  • Independent Financial Group sold 8,172 Zions Bancorporation shares in Q4 2024, an estimated $386K.
  • Independent Financial Group first reported a position in Zions Bancorporation in Q1 2023 and held it in 7 quarters.
  • Independent Financial Group's Zions Bancorporation position peaked at $2.63M in Q2 2023.
  • 472 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.