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Zions Bancorporation’s Broadridge BR Stock Holding History

Zions Bancorporation’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.63M Buy
11,645
+3,979
+52% +$891K 0.17% 122
2024
Q3 		$1.65M Buy
7,666
+1,058
+16% +$221K 0.12% 154
2024
Q2 		$1.3M Sell
6,608
-4,571
-41% -$907K 0.1% 155
2024
Q1 		$2.29M Sell
11,179
-2,906
-21% -$586K 0.17% 106
2023
Q4 		$2.9M Buy
14,085
+907
+7% +$167K 0.2% 87
2023
Q3 		$2.36M Buy
13,178
+2,388
+22% +$423K 0.21% 83
2023
Q2 		$1.79M Sell
10,790
-799
-7% -$121K 0.15% 107
2023
Q1 		$1.7M Buy
11,589
+4,399
+61% +$629K 0.15% 107
2022
Q4 		$964K Sell
7,190
-1,525
-17% -$217K 0.08% 172
2022
Q3 		$1.26M Buy
8,715
+1,384
+19% +$225K 0.13% 119
2022
Q2 		$1.04M Sell
7,331
-32
-0.4% -$4.64K 0.1% 145
2022
Q1 		$1.15M Buy
7,363
+945
+15% +$145K 0.1% 139
2021
Q4 		$1.17M Buy
6,418
+478
+8% +$84K 0.1% 122
2021
Q3 		$990K Buy
5,940
+326
+6% +$55.5K 0.1% 117
2021
Q2 		$907K Buy
5,614
+1,517
+37% +$242K 0.09% 118
2021
Q1 		$627K Buy
4,097
+2,807
+218% +$414K 0.07% 131
2020
Q4 		$198K Buy
1,290
+1,135
+732% +$165K 0.02% 260
2020
Q3 		$20K Buy
155
+25
+19% +$3.34K ﹤0.01% 526
2020
Q2 		$16K Buy
130
+3
+2% +$347 ﹤0.01% 537
2020
Q1 		$12K Sell
127
-207
-62% -$23.6K ﹤0.01% 548
2019
Q4 		$41K Hold
334
– – 0.01% 444
2019
Q3 		$42K Hold
334
– – 0.01% 442
2019
Q2 		$43K Sell
334
-49
-13% -$5.9K 0.01% 408
2019
Q1 		$40K Sell
383
-3
-0.8% -$301 0.01% 458
2018
Q4 		$37K Buy
386
+328
+566% +$35.5K 0.03% 196
2018
Q3 		$8K Buy
58
+6
+12% +$762 ﹤0.01% 581
2018
Q2 		$6K Buy
+52
New +$5.87K ﹤0.01% 365
2018
Q1 		– Sell
-76
Closed -$7K – 549
2017
Q4 		$7K Hold
76
– – ﹤0.01% 488
2017
Q3 		$6K Buy
+76
New +$5.85K ﹤0.01% 904
2015
Q2 		– Sell
-400
Closed -$22K – 322
2015
Q1 		$22K Buy
+400
New +$20.3K ﹤0.01% 348

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Zions Bancorporation's BR Position: Q4 2024 in Review

Zions Bancorporation increased its Broadridge (BR) stake by 52% in Q4 2024, buying an estimated $891K and bringing the position to 11,645 shares worth $2.63M. The position accounts for 0.17% of the portfolio, ranked #122.

Zions Bancorporation first reported a position in BR in Q1 2015 and has held it in 30 quarters since. The position peaked at $2.9M in Q4 2023. 1,052 funds tracked by Wall St. Rank hold BR as of Q4 2024.

  • Zions Bancorporation held 11,645 shares of Broadridge worth $2.63M as of Q4 2024.
  • Zions Bancorporation bought 3,979 Broadridge shares in Q4 2024, an estimated $891K.
  • Broadridge made up 0.17% of Zions Bancorporation's portfolio in Q4 2024, its #122 holding.
  • Zions Bancorporation first reported a position in Broadridge in Q1 2015 and has held it in 30 quarters since.
  • Zions Bancorporation's Broadridge position peaked at $2.9M in Q4 2023.
  • 1,052 funds tracked by Wall St. Rank held Broadridge as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.