Zions Bancorporation’s Stifel SF Stock Holding History

Zions Bancorporation’s Portfolio SF Stock Details SF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$3.45M	Buy	48,806 +8,255	+20%	+$589K	0.22%	97
2024 Q3	$2.54M	Buy	40,551 +6,550	+19%	+$374K	0.19%	106
2024 Q2	$1.91M	Sell	34,001 -1,068	-3%	-$56.6K	0.15%	110
2024 Q1	$1.83M	Buy	35,069 +3,012	+9%	+$148K	0.13%	133
2023 Q4	$1.48M	Buy	32,057 +8,318	+35%	+$342K	0.1%	155
2023 Q3	$972K	Buy	23,739 +2,056	+9%	+$86.6K	0.09%	188
2023 Q2	$863K	Buy	21,683 +107	+0.5%	+$4.17K	0.07%	205
2023 Q1	$850K	Buy	21,576 +4,098	+23%	+$172K	0.07%	204
2022 Q4	$680K	Buy	+17,478	New	+$691K	0.05%	213
2022 Q3	–	Sell	-116	Closed	-$4K	–	1060
2022 Q2	$4K	Sell	116 -42	-27%	-$1.74K	﹤0.01%	898
2022 Q1	$7K	Buy	+158	New	+$7.59K	﹤0.01%	903

Other funds holding SF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Zions Bancorporation's SF Position: Q4 2024 in Review

Zions Bancorporation increased its Stifel (SF) stake by 20% in Q4 2024, buying an estimated $589K and bringing the position to 48,806 shares worth $3.45M. The position accounts for 0.22% of the portfolio, ranked #97.

Zions Bancorporation first reported a position in SF in Q1 2022 and has held it in 11 quarters since. 509 funds tracked by Wall St. Rank hold SF as of Q4 2024.

Zions Bancorporation held 48,806 shares of Stifel worth $3.45M as of Q4 2024.
Zions Bancorporation bought 8,255 Stifel shares in Q4 2024, an estimated $589K.
Stifel made up 0.22% of Zions Bancorporation's portfolio in Q4 2024, its #97 holding.
Zions Bancorporation first reported a position in Stifel in Q1 2022 and has held it in 11 quarters since.
509 funds tracked by Wall St. Rank held Stifel as of Q4 2024.

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