MML Investors Services
ZION icon

MML Investors Services’s Zions Bancorporation ZION Stock Holding History

MML Investors Services’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
-4,751
Closed -$224K – 2745
2024
Q3 		$224K Buy
+4,751
New +$225K ﹤0.01% 2370
2024
Q2 		– Sell
-6,615
Closed -$287K – 2594
2024
Q1 		$287K Buy
6,615
+54
+0.8% +$2.23K ﹤0.01% 2136
2023
Q4 		$288K Buy
+6,561
New +$237K ﹤0.01% 2066
2023
Q1 		– Sell
-4,516
Closed -$222K – 2253
2022
Q4 		$222K Buy
+4,516
New +$226K ﹤0.01% 1972

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MML Investors Services's ZION Position: Q4 2024 in Review

MML Investors Services sold out of Zions Bancorporation (ZION) in Q4 2024, closing a stake of 4,751 shares — an estimated $224K sold.

MML Investors Services first reported a position in ZION in Q4 2022 and held it in 4 quarters. The position peaked at $288K in Q4 2023. 473 funds tracked by Wall St. Rank hold ZION as of Q4 2024.

  • MML Investors Services reported no remaining Zions Bancorporation position as of Q4 2024 after selling out during the quarter.
  • MML Investors Services sold 4,751 Zions Bancorporation shares in Q4 2024, an estimated $224K.
  • MML Investors Services first reported a position in Zions Bancorporation in Q4 2022 and held it in 4 quarters.
  • MML Investors Services's Zions Bancorporation position peaked at $288K in Q4 2023.
  • 473 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2024.

Based on MML Investors Services's 13F filing for Q4 2024, filed 13 Feb 2025.