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Lindbrook Capital’s Zions Bancorporation ZION Stock Holding History

Lindbrook 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
Q1 		$1.05K Hold
21
– – ﹤0.01% 2442
2024
Q4 		$1.14K Hold
21
– – ﹤0.01% 2453
2024
Q3 		$992 Hold
21
– – ﹤0.01% 2503
2024
Q2 		$911 Sell
21
-38
-64% -$1.6K ﹤0.01% 2505
2024
Q1 		$2.56K Buy
59
+21
+55% +$866 ﹤0.01% 2155
2023
Q4 		$1.67K Hold
38
– – ﹤0.01% 2323
2023
Q3 		$1.33K Hold
38
– – ﹤0.01% 2269
2023
Q2 		$1.02K Sell
38
-548
-94% -$15.2K ﹤0.01% 2367
2023
Q1 		$17.5K Buy
586
+173
+42% +$7.92K ﹤0.01% 1138
2022
Q4 		$20.3K Buy
413
+7
+2% +$350 ﹤0.01% 1057
2022
Q3 		$21K Buy
406
+107
+36% +$5.85K ﹤0.01% 967
2022
Q2 		$15K Buy
299
+19
+7% +$1.08K ﹤0.01% 1111
2022
Q1 		$18K Hold
280
– – ﹤0.01% 1060
2021
Q4 		$18K Hold
280
– – ﹤0.01% 1065
2021
Q3 		$17K Buy
280
+75
+37% +$4.12K ﹤0.01% 813
2021
Q2 		$11K Hold
205
– – ﹤0.01% 1037
2021
Q1 		$11K Hold
205
– – ﹤0.01% 1001
2020
Q4 		$9K Hold
205
– – ﹤0.01% 970
2020
Q3 		$6K Hold
205
– – ﹤0.01% 1068
2020
Q2 		$7K Sell
205
-27
-12% -$855 ﹤0.01% 987
2020
Q1 		$6K Sell
232
-201
-46% -$8.28K ﹤0.01% 954
2019
Q4 		$22K Hold
433
– – 0.01% 713
2019
Q3 		$19K Hold
433
– – 0.01% 741
2019
Q2 		$19K Hold
433
– – 0.01% 725
2019
Q1 		$19K Hold
433
– – 0.01% 723
2018
Q4 		$17K Buy
+433
New +$20.2K 0.01% 682

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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Lindbrook Capital's ZION Position: Q1 2025 in Review

Lindbrook Capital held its Zions Bancorporation (ZION) position steady in Q1 2025 at 21 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #2442.

Lindbrook Capital first reported a position in ZION in Q4 2018 and has held it in 26 quarters since. The position peaked at $22K in Q4 2019. 497 funds tracked by Wall St. Rank hold ZION as of Q1 2025.

  • Lindbrook Capital held 21 shares of Zions Bancorporation worth $1.05K as of Q1 2025.
  • Lindbrook Capital left its Zions Bancorporation share count unchanged in Q1 2025.
  • Zions Bancorporation made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2442 holding.
  • Lindbrook Capital first reported a position in Zions Bancorporation in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Zions Bancorporation position peaked at $22K in Q4 2019.
  • 497 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.