PAG
ZION icon

Private Advisor Group’s Zions Bancorporation ZION Stock Holding History

Private Advisor 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
Q1 		– Sell
-8,174
Closed -$359K – 2427
2023
Q4 		$359K Buy
+8,174
New +$295K ﹤0.01% 1675
2022
Q2 		– Sell
-4,069
Closed -$267K – 2267
2022
Q1 		$267K Buy
+4,069
New +$278K ﹤0.01% 1739
2020
Q3 		– Sell
-3,377
Closed -$115K – 3476
2020
Q2 		$115K Buy
+3,377
New +$107K ﹤0.01% 1630
2019
Q4 		– Sell
-16,007
Closed -$783K – 1750
2019
Q3 		$783K Buy
16,007
+9,793
+158% +$423K 0.01% 891
2019
Q2 		$286K Buy
6,214
+269
+5% +$12.4K 0.01% 1309
2019
Q1 		$271K Buy
+5,945
New +$284K 0.01% 1244

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return