Zions Bancorporation shares owned by UMA Financial Services
Quarter-by-quarter ownership of Zions Bancorporation (ZION) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Zions Bancorporation
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Quarterly reported holdings in Zions Bancorporation by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $691k | 14k | 50.50 |
| 2024-06-30 | $685k | 14k | 50.22 |
| 2024-03-31 | $513k | 13k | 39.50 |
| 2023-12-31 | $583k | 14k | 43.31 |
| 2023-09-30 | $452k | 13k | 33.97 |
| 2023-06-30 | $402k | 14k | 28.14 |
| 2023-03-31 | $448k | 14k | 32.72 |
| 2022-12-31 | $494k | 9.5k | 51.77 |
| 2022-09-30 | $515k | 9.6k | 53.52 |
| 2022-06-30 | $519k | 9.6k | 53.97 |
| 2022-03-31 | $598k | 10k | 59.49 |
| 2021-12-31 | $678k | 9.7k | 70.07 |
| 2021-09-30 | $618k | 9.9k | 62.14 |
| 2021-06-30 | $495k | 9.8k | 50.31 |
| 2021-03-31 | $544k | 9.8k | 55.32 |
| 2020-12-31 | $492k | 9.8k | 50.06 |
| 2020-09-30 | $300k | 9.0k | 33.22 |
| 2020-06-30 | $313k | 9.0k | 34.69 |
| 2019-12-31 | $225k | 4.4k | 51.04 |