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Simmons Bank’s Zions Bancorporation ZION Stock Holding History

Simmons Bank’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
-11,200
Closed -$491K – 343
2023
Q4 		$491K Sell
11,200
-185
-2% -$6.68K 0.04% 244
2023
Q3 		$397K Sell
11,385
-32
-0.3% -$1.12K 0.04% 251
2023
Q2 		$307K Sell
11,417
-31
-0.3% -$860 0.03% 292
2023
Q1 		$343K Hold
11,448
– – 0.03% 274
2022
Q4 		$563K Sell
11,448
-11,079
-49% -$554K 0.05% 231
2022
Q3 		$1.15M Sell
22,527
-1,201
-5% -$65.7K 0.11% 171
2022
Q2 		$1.21M Sell
23,728
-60
-0.3% -$3.41K 0.11% 175
2022
Q1 		$1.56M Sell
23,788
-455
-2% -$31.1K 0.12% 166
2021
Q4 		$1.53M Hold
24,243
– – 0.11% 167
2021
Q3 		$1.5M Sell
24,243
-600
-2% -$33K 0.11% 166
2021
Q2 		$1.31M Sell
24,843
-75
-0.3% -$4.2K 0.09% 181
2021
Q1 		$1.37M Buy
24,918
+838
+3% +$43.1K 0.1% 173
2020
Q4 		$1.05M Buy
24,080
+11,530
+92% +$426K 0.08% 191
2020
Q3 		$367K Hold
12,550
– – 0.03% 283
2020
Q2 		$426K Sell
12,550
-4,934
-28% -$156K 0.04% 269
2020
Q1 		$468K Sell
17,484
-417
-2% -$17.2K 0.04% 245
2019
Q4 		$929K Sell
17,901
-192
-1% -$9.32K 0.08% 188
2019
Q3 		$806K Sell
18,093
-6
-0% -$259 0.08% 201
2019
Q2 		$833K Buy
18,099
+107
+0.6% +$4.95K 0.08% 206
2019
Q1 		$817K Buy
17,992
+2,515
+16% +$120K 0.08% 198
2018
Q4 		$630K Sell
15,477
-9,693
-39% -$452K 0.07% 202
2018
Q3 		$1.26M Buy
25,170
+1,690
+7% +$89.2K 0.12% 148
2018
Q2 		$1.24M Buy
23,480
+1,057
+5% +$58.3K 0.11% 151
2018
Q1 		$1.18M Buy
+22,423
New +$1.21M 0.11% 152

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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Simmons Bank's ZION Position: Q1 2024 in Review

Simmons Bank sold out of Zions Bancorporation (ZION) in Q1 2024, closing a stake of 11,200 shares — an estimated $491K sold.

Simmons Bank first reported a position in ZION in Q1 2018 and held it in 24 quarters. The position peaked at $1.56M in Q1 2022. 460 funds tracked by Wall St. Rank hold ZION as of Q1 2024.

  • Simmons Bank reported no remaining Zions Bancorporation position as of Q1 2024 after selling out during the quarter.
  • Simmons Bank sold 11,200 Zions Bancorporation shares in Q1 2024, an estimated $491K.
  • Simmons Bank first reported a position in Zions Bancorporation in Q1 2018 and held it in 24 quarters.
  • Simmons Bank's Zions Bancorporation position peaked at $1.56M in Q1 2022.
  • 460 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2024.

Based on Simmons Bank's 13F filing for Q1 2024, filed 14 May 2024.