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Rafferty Asset Management, LLC: ZION position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rafferty Asset Management, LLC on ZION, newest first. How the timeline and the estimate are built.

Rafferty Asset Management, LLC held 53,952 ZION shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,952 shares
    Change vs previous 13F -31,481 shares

    0.01% of the 13F portfolio, value $3,732,939.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 85,433 shares
    Change vs previous 13F -57,822 shares

    0.02% of the 13F portfolio, value $4,922,649.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 143,255 shares
    Change vs previous 13F -43,017 shares

    0.03% of the 13F portfolio, value $8,386,148.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 186,272 shares
    Change vs previous 13F -42,987 shares

    0.03% of the 13F portfolio, value $10,539,270.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 229,259 shares
    Change vs previous 13F +2,704 shares

    0.04% of the 13F portfolio, value $11,907,712.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 226,555 shares
    Change vs previous 13F -48,829 shares

    0.05% of the 13F portfolio, value $11,296,032.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 275,384 shares
    Change vs previous 13F -108,408 shares

    0.05% of the 13F portfolio, value $14,939,582.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 383,792 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $18,122,658.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).