Truist Financial
ZION icon

Truist Financial’s Zions Bancorporation ZION Stock Holding History

Truist Financial’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
Q4 		– Sell
-6,748
Closed -$319K – 2643
2024
Q3 		$319K Sell
6,748
-6,530
-49% -$309K ﹤0.01% 2097
2024
Q2 		$576K Sell
13,278
-50
-0.4% -$2.11K ﹤0.01% 1888
2024
Q1 		$578K Buy
13,328
+5,541
+71% +$229K ﹤0.01% 1883
2023
Q4 		$342K Buy
7,787
+50
+0.6% +$1.81K ﹤0.01% 2221
2023
Q3 		$270K Sell
7,737
-50
-0.6% -$1.74K ﹤0.01% 2307
2023
Q2 		$209K Buy
+7,787
New +$216K ﹤0.01% 2422
2023
Q1 		– Sell
-27,740
Closed -$1.36M – 2687
2022
Q4 		$1.36M Sell
27,740
-20,660
-43% -$1.03M ﹤0.01% 1403
2022
Q3 		$2.46M Buy
48,400
+3,395
+8% +$186K ﹤0.01% 1067
2022
Q2 		$2.29M Buy
45,005
+245
+0.5% +$13.9K ﹤0.01% 1145
2022
Q1 		$2.94M Buy
44,760
+22,196
+98% +$1.52M ﹤0.01% 1115
2021
Q4 		$1.43M Buy
22,564
+769
+4% +$49.1K ﹤0.01% 1455
2021
Q3 		$1.35M Sell
21,795
-1,627
-7% -$89.4K ﹤0.01% 1449
2021
Q2 		$1.24M Buy
23,422
+11,751
+101% +$658K ﹤0.01% 1524
2021
Q1 		$641K Buy
11,671
+3,714
+47% +$191K ﹤0.01% 1838
2020
Q4 		$345K Sell
7,957
-291
-4% -$10.8K ﹤0.01% 2072
2020
Q3 		$241K Sell
8,248
-753
-8% -$24.3K ﹤0.01% 2162
2020
Q2 		$306K Sell
9,001
-8,323
-48% -$264K ﹤0.01% 1939
2020
Q1 		$464K Sell
17,324
-1,678
-9% -$69.1K ﹤0.01% 1599
2019
Q4 		$987K Buy
+19,002
New +$922K ﹤0.01% 1446
2014
Q1 		– Sell
-21,080
Closed -$631K – 819
2013
Q4 		$631K Sell
21,080
-4,451
-17% -$128K 0.02% 447
2013
Q3 		$701K Buy
25,531
+380
+2% +$11.1K 0.02% 406
2013
Q2 		$728K Buy
+25,151
New +$658K 0.03% 392

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 $3.38T AUM 44.17% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Truist Financial's ZION Position: Q4 2024 in Review

Truist Financial sold out of Zions Bancorporation (ZION) in Q4 2024, closing a stake of 6,748 shares — an estimated $319K sold.

Truist Financial first reported a position in ZION in Q2 2013 and held it in 22 quarters. The position peaked at $2.94M in Q1 2022. 473 funds tracked by Wall St. Rank hold ZION as of Q4 2024.

  • Truist Financial reported no remaining Zions Bancorporation position as of Q4 2024 after selling out during the quarter.
  • Truist Financial sold 6,748 Zions Bancorporation shares in Q4 2024, an estimated $319K.
  • Truist Financial first reported a position in Zions Bancorporation in Q2 2013 and held it in 22 quarters.
  • Truist Financial's Zions Bancorporation position peaked at $2.94M in Q1 2022.
  • 473 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2024.

Based on Truist Financial's 13F filing for Q4 2024, filed 31 Jan 2025.