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Legacy Capital Group California’s Zions Bancorporation ZION Stock Holding History

Legacy Capital Group California’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
-25,901
Closed -$1.41M – 367
2024
Q4 		$1.41M Sell
25,901
-395
-2% -$21.6K 0.43% 48
2024
Q3 		$1.24M Sell
26,296
-123
-0.5% -$5.82K 0.41% 48
2024
Q2 		$1.15M Sell
26,419
-1,056
-4% -$44.6K 0.41% 56
2024
Q1 		$1.19M Buy
27,475
+1,324
+5% +$54.6K 0.44% 56
2023
Q4 		$1.15M Buy
+26,151
New +$945K 0.44% 43

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

Legacy Capital Group California's ZION Position: Q1 2025 in Review

Legacy Capital Group California sold out of Zions Bancorporation (ZION) in Q1 2025, closing a stake of 25,901 shares — an estimated $1.41M sold.

Legacy Capital Group California first reported a position in ZION in Q4 2023 and held it in 5 quarters. The position peaked at $1.41M in Q4 2024. 498 funds tracked by Wall St. Rank hold ZION as of Q1 2025.

  • Legacy Capital Group California reported no remaining Zions Bancorporation position as of Q1 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 25,901 Zions Bancorporation shares in Q1 2025, an estimated $1.41M.
  • Legacy Capital Group California first reported a position in Zions Bancorporation in Q4 2023 and held it in 5 quarters.
  • Legacy Capital Group California's Zions Bancorporation position peaked at $1.41M in Q4 2024.
  • 498 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2025.

Based on Legacy Capital Group California's 13F filing for Q1 2025, filed 9 May 2025.