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Steward Financial Group’s Zions Bancorporation ZION Stock Holding History

Steward Financial 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
2023
Q3 		$4K Buy
+130
New +$4.53K ﹤0.01% 778
2022
Q3 		– Sell
-7
Closed – – 1369
2022
Q2 		$0 Buy
+7
New +$398 ﹤0.01% 1430

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Steward Financial Group's ZION Position: Q3 2023 in Review

Steward Financial Group opened a new position in Zions Bancorporation (ZION) in Q3 2023: 130 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #778 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ZION as recently as Q2 2022.

Steward Financial Group first reported a position in ZION in Q2 2022 and has held it in 2 quarters since. 427 funds tracked by Wall St. Rank hold ZION as of Q3 2023.

  • Steward Financial Group held 130 shares of Zions Bancorporation worth $4K as of Q3 2023.
  • Zions Bancorporation was a new Steward Financial Group position in Q3 2023.
  • Zions Bancorporation made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #778 holding.
  • Steward Financial Group first reported a position in Zions Bancorporation in Q2 2022 and has held it in 2 quarters since.
  • 427 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.