TC
ZION icon

TownSquare Capital’s Zions Bancorporation ZION Stock Holding History

TownSquare 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
2025
Q2 		– Sell
-27,599
Closed -$1.38M – 1638
2025
Q1 		$1.38M Sell
27,599
-389
-1% -$20.9K 0.01% 718
2024
Q4 		$1.52M Buy
27,988
+2,008
+8% +$110K 0.02% 640
2024
Q3 		$1.23M Buy
25,980
+3,205
+14% +$152K 0.01% 675
2024
Q2 		$988K Buy
22,775
+67
+0.3% +$2.83K 0.01% 681
2024
Q1 		$986K Sell
22,708
-845
-4% -$34.9K 0.01% 663
2023
Q4 		$1.03M Sell
23,553
-1,499
-6% -$54.1K 0.02% 585
2023
Q3 		$874K Sell
25,052
-75
-0.3% -$2.62K 0.02% 596
2023
Q2 		$675K Buy
25,127
+4,370
+21% +$121K 0.01% 658
2023
Q1 		$621K Buy
20,757
+4,738
+30% +$217K 0.01% 604
2022
Q4 		$787K Buy
16,019
+1,623
+11% +$81.2K 0.02% 519
2022
Q3 		$732K Buy
14,396
+7,710
+115% +$422K 0.02% 413
2022
Q2 		$340K Hold
6,686
– – 0.01% 526
2022
Q1 		$438K Hold
6,686
– – 0.01% 521
2021
Q4 		$422K Sell
6,686
-5,506
-45% -$352K 0.01% 536
2021
Q3 		$755K Sell
12,192
-800
-6% -$44K 0.02% 383
2021
Q2 		$672K Hold
12,992
– – 0.02% 378
2021
Q1 		$714K Buy
+12,992
New +$669K 0.03% 347
2020
Q1 		– Sell
-4,337
Closed -$225K – 524
2019
Q4 		$225K Buy
+4,337
New +$211K 0.02% 404

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return