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PL Capital Advisors’s Zions Bancorporation ZION Stock Holding History

PL Capital Advisors’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
Q3 		– Sell
-100,000
Closed -$4.34M – 29
2024
Q2 		$4.34M Hold
100,000
– – 1.8% 16
2024
Q1 		$4.34M Sell
100,000
-9,000
-8% -$371K 1.65% 16
2023
Q4 		$4.78M Sell
109,000
-11,000
-9% -$397K 1.65% 19
2023
Q3 		$4.19M Hold
120,000
– – 1.68% 17
2023
Q2 		$3.22M Buy
120,000
+100,000
+500% +$2.77M 1.29% 21
2023
Q1 		$599K Sell
20,000
-9,000
-31% -$412K 0.21% 32
2022
Q4 		$1.43M Hold
29,000
– – 0.39% 35
2022
Q3 		$1.02M Buy
+29,000
New +$1.59M 0.3% 35

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PL Capital Advisors's ZION Position: Q3 2024 in Review

PL Capital Advisors sold out of Zions Bancorporation (ZION) in Q3 2024, closing a stake of 100,000 shares — an estimated $4.34M sold.

PL Capital Advisors first reported a position in ZION in Q3 2022 and held it in 8 quarters. The position peaked at $4.78M in Q4 2023. 469 funds tracked by Wall St. Rank hold ZION as of Q3 2024.

  • PL Capital Advisors reported no remaining Zions Bancorporation position as of Q3 2024 after selling out during the quarter.
  • PL Capital Advisors sold 100,000 Zions Bancorporation shares in Q3 2024, an estimated $4.34M.
  • PL Capital Advisors first reported a position in Zions Bancorporation in Q3 2022 and held it in 8 quarters.
  • PL Capital Advisors's Zions Bancorporation position peaked at $4.78M in Q4 2023.
  • 469 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2024.

Based on PL Capital Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.