Shell Asset Management’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $73K | Sell |
1,296
-2,007
| -61% | -$112K | 0.01% | 751 |
|
|
2025
Q2 | $172K | Sell |
3,303
-761
| -19% | -$35.7K | 0.01% | 820 |
|
|
2025
Q1 | $203K | Sell |
4,064
-176
| -4% | -$9.48K | 0.01% | 794 |
|
|
2024
Q4 | $230K | Sell |
4,240
-12
| -0.3% | -$657 | 0.01% | 783 |
|
|
2024
Q3 | $201K | Buy |
+4,252
| New | +$201K | 0.01% | 832 |
|
|
2024
Q1 | $195K | Sell |
4,492
-458
| -9% | -$18.9K | 0.01% | 831 |
|
|
2023
Q4 | $217K | Sell |
4,950
-1,497
| -23% | -$54.1K | 0.01% | 826 |
|
|
2023
Q3 | $225K | Sell |
6,447
-99
| -2% | -$3.45K | 0.01% | 863 |
|
|
2023
Q2 | $176K | Sell |
6,546
-37
| -0.6% | -$1.03K | 0.01% | 963 |
|
|
2023
Q1 | $197K | Sell |
6,583
-23
| -0.3% | -$1.05K | 0.01% | 929 |
|
|
2022
Q4 | $325K | Sell |
6,606
-1,405
| -18% | -$70.3K | 0.01% | 737 |
|
|
2022
Q3 | $407K | Sell |
8,011
-2,097
| -21% | -$115K | 0.02% | 671 |
|
|
2022
Q2 | $514K | Buy |
10,108
+19
| +0.2% | +$1.08K | 0.02% | 701 |
|
|
2022
Q1 | $661K | Sell |
10,089
-1,492
| -13% | -$102K | 0.02% | 670 |
|
|
2021
Q4 | $731K | Buy |
11,581
+54
| +0.5% | +$3.45K | 0.02% | 725 |
|
|
2021
Q3 | $713K | Sell |
11,527
-490
| -4% | -$26.9K | 0.02% | 680 |
|
|
2021
Q2 | $635K | Buy |
12,017
+4,558
| +61% | +$255K | 0.01% | 801 |
|
|
2021
Q1 | $410K | Buy |
+7,459
| New | +$384K | 0.01% | 930 |
|
|
2020
Q4 | – | Sell |
-47,404
| Closed | -$1.39M | – | 1456 |
|
|
2020
Q3 | $1.39M | Buy |
47,404
+10,462
| +28% | +$337K | 0.03% | 395 |
|
|
2020
Q2 | $1.26M | Buy |
36,942
+12,278
| +50% | +$389K | 0.03% | 391 |
|
|
2020
Q1 | $660K | Sell |
24,664
-9,797
| -28% | -$403K | 0.02% | 556 |
|
|
2019
Q4 | $1.79M | Buy |
34,461
+23,006
| +201% | +$1.12M | 0.04% | 390 |
|
|
2019
Q3 | $510K | Sell |
11,455
-12,297
| -52% | -$531K | 0.01% | 882 |
|
|
2019
Q2 | $1.09M | Sell |
23,752
-1,721
| -7% | -$79.6K | 0.02% | 516 |
|
|
2019
Q1 | $1.16M | Hold |
25,473
| – | – | 0.03% | 499 |
|
|
2018
Q4 | $1.04M | Sell |
25,473
-3,304
| -11% | -$154K | 0.03% | 499 |
|
|
2018
Q3 | $1.44M | Sell |
28,777
-19,236
| -40% | -$1.02M | 0.03% | 486 |
|
|
2018
Q2 | $2.53M | Sell |
48,013
-5
| -0% | -$276 | 0.05% | 353 |
|
|
2018
Q1 | $2.53M | Buy |
48,018
+6,427
| +15% | +$346K | 0.05% | 348 |
|
|
2017
Q4 | $2.11M | Hold |
41,591
| – | – | 0.04% | 386 |
|
|
2017
Q3 | $1.96M | Sell |
41,591
-9,502
| -19% | -$423K | 0.04% | 378 |
|
|
2017
Q2 | $2.24M | Buy |
51,093
+8,501
| +20% | +$350K | 0.05% | 352 |
|
|
2017
Q1 | $1.79M | Buy |
42,592
+6,033
| +17% | +$262K | 0.04% | 398 |
|
|
2016
Q4 | $1.57M | Buy |
+36,559
| New | +$1.35M | 0.04% | 469 |
|
Other funds holding ZION
VNIM
FMI
Shell Asset Management's ZION Position: Q3 2025 in Review
Shell Asset Management reduced its Zions Bancorporation (ZION) stake by 61% in Q3 2025, selling an estimated $112K and leaving 1,296 shares worth $73K. The position accounts for 0.01% of the portfolio, ranked #751.
Shell Asset Management first reported a position in ZION in Q4 2016 and has held it in 34 quarters since. The position peaked at $2.53M in Q1 2018. 513 funds tracked by Wall St. Rank hold ZION as of Q3 2025.
- Shell Asset Management held 1,296 shares of Zions Bancorporation worth $73K as of Q3 2025.
- Shell Asset Management sold 2,007 Zions Bancorporation shares in Q3 2025, an estimated $112K.
- Zions Bancorporation made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #751 holding.
- Shell Asset Management first reported a position in Zions Bancorporation in Q4 2016 and has held it in 34 quarters since.
- Shell Asset Management's Zions Bancorporation position peaked at $2.53M in Q1 2018.
- 513 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2025.
Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.