YIH
ZION icon

Y-Intercept (HK)’s Zions Bancorporation ZION Stock Holding History

Y-Intercept (HK)’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
2026
Q2 		$3.76M Buy
54,403
+10,035
+23% +$633K 0.07% 381
2026
Q1 		$2.56M Buy
+44,368
New +$2.61M 0.05% 602
2025
Q2 		– Sell
-24,407
Closed -$1.22M – 2081
2025
Q1 		$1.22M Buy
24,407
+11,257
+86% +$606K 0.08% 335
2024
Q4 		$713K Sell
13,150
-9,749
-43% -$534K 0.05% 570
2024
Q3 		$1.08M Buy
+22,899
New +$1.08M 0.07% 414
2024
Q2 		– Sell
-97,344
Closed -$4.22M – 1998
2024
Q1 		$4.22M Buy
97,344
+80,218
+468% +$3.31M 0.32% 51
2023
Q4 		$751K Buy
17,126
+3,575
+26% +$129K 0.07% 430
2023
Q3 		$473K Buy
13,551
+5,351
+65% +$187K 0.05% 581
2023
Q2 		$220K Buy
+8,200
New +$227K 0.02% 901
2023
Q1 		– Sell
-7,526
Closed -$370K – 1604
2022
Q4 		$370K Sell
7,526
-310
-4% -$15.5K 0.05% 561
2022
Q3 		$399K Sell
7,836
-20,688
-73% -$1.13M 0.04% 617
2022
Q2 		$1.45M Buy
28,524
+22,671
+387% +$1.29M 0.19% 146
2022
Q1 		$384K Buy
+5,853
New +$400K 0.09% 367

Other funds holding ZION

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return