Zions Bancorp NA (zion V0 Perp G)Preferred / convertible
13F holders, Q2 2024 (June 30)4holders +1
1new positions
0sold out
$25.69avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Zions Bancorp NA (zion V0 Perp G) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Bullseye Investment Management, LLC ($1.5M), Silvercrest Asset Management Group LLC ($228K) and Boyd Watterson Asset Management LLC ($13K).
- Company
- Zions Bancorp NA (zion V0 Perp G)
- CUSIP
- 989701859
- Latest filing quarter
- Q3 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 19,003 shares bought, net +19,003 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Bullseye Investment Management, LLC | — | Add +49.2% | 57,523 | $1.5M |
| Silvercrest Asset Management Group LLC | — | No change | 9,000 | $228K |
| Boyd Watterson Asset Management LLC | — | No change | 500 | $13K |
| Studio Investment Management LLC | — | New | 42 | $1K |
"% of holder's portfolio" is ZIONS BANCORP NA (ZION V0 PERP G)'s weight in each manager's 13F, not the share of Zions Bancorp NA (zion V0 Perp G) the manager owns.