WI
ZION icon

WBI Investments’s Zions Bancorporation ZION Stock Holding History

WBI Investments’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
Q3 		– Sell
-10,591
Closed -$459K – 276
2024
Q2 		$459K Buy
10,591
+352
+3% +$14.9K 0.11% 130
2024
Q1 		$444K Sell
10,239
-15,086
-60% -$622K 0.09% 147
2023
Q4 		$1.11M Buy
25,325
+11,591
+84% +$419K 0.22% 102
2023
Q3 		$479K Sell
13,734
-936
-6% -$32.6K 0.1% 139
2023
Q2 		$394K Buy
+14,670
New +$407K 0.07% 155
2020
Q1 		– Sell
-5,950
Closed -$309K – 212
2019
Q4 		$309K Sell
5,950
-4,301
-42% -$209K 0.03% 165
2019
Q3 		$457K Buy
+10,251
New +$443K 0.04% 162
2018
Q2 		– Sell
-59,654
Closed -$3.15M – 312
2018
Q1 		$3.15M Buy
+59,654
New +$3.21M 0.16% 83
2015
Q3 		– Sell
-12,920
Closed -$410K – 269
2015
Q2 		$410K Sell
12,920
-700,568
-98% -$20.6M 0.01% 204
2015
Q1 		$19.3M Buy
+713,488
New +$18.7M 0.46% 54

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return