RC
ZION icon

RegentAtlantic Capital’s Zions Bancorporation ZION Stock Holding History

RegentAtlantic 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
2022
Q3 		$286K Buy
+5,612
New +$307K 0.01% 572
2015
Q1 		– Sell
-9
Closed -$264 – 983
2014
Q4 		$264 Buy
+9
New +$254 ﹤0.01% 1229

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RegentAtlantic Capital's ZION Position: Q3 2022 in Review

RegentAtlantic Capital opened a new position in Zions Bancorporation (ZION) in Q3 2022: 5,612 shares worth $286K. The stake represents 0.01% of the portfolio and ranks #572 among its holdings. This is a return to the name: RegentAtlantic Capital previously reported a position in ZION as recently as Q4 2014.

RegentAtlantic Capital first reported a position in ZION in Q4 2014 and has held it in 2 quarters since. 491 funds tracked by Wall St. Rank hold ZION as of Q3 2022.

  • RegentAtlantic Capital held 5,612 shares of Zions Bancorporation worth $286K as of Q3 2022.
  • Zions Bancorporation was a new RegentAtlantic Capital position in Q3 2022.
  • Zions Bancorporation made up 0.01% of RegentAtlantic Capital's portfolio in Q3 2022, its #572 holding.
  • RegentAtlantic Capital first reported a position in Zions Bancorporation in Q4 2014 and has held it in 2 quarters since.
  • 491 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.