JSSH
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J. Safra Sarasin Holding’s Zions Bancorporation ZION Stock Holding History

J. Safra Sarasin Holding’s Portfolio ZION Stock Details ZION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,167
Closed -$236K – 563
2025
Q3 		$236K Buy
+4,167
New +$232K ﹤0.01% 458

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

J. Safra Sarasin Holding's ZION Position: Q4 2025 in Review

J. Safra Sarasin Holding sold out of Zions Bancorporation (ZION) in Q4 2025, closing a stake of 4,167 shares — an estimated $236K sold.

J. Safra Sarasin Holding first reported a position in ZION in Q3 2025 and held it in 1 quarter. The position peaked at $236K in Q3 2025. 558 funds tracked by Wall St. Rank hold ZION as of Q4 2025.

  • J. Safra Sarasin Holding reported no remaining Zions Bancorporation position as of Q4 2025 after selling out during the quarter.
  • J. Safra Sarasin Holding sold 4,167 Zions Bancorporation shares in Q4 2025, an estimated $236K.
  • J. Safra Sarasin Holding first reported a position in Zions Bancorporation in Q3 2025 and held it in 1 quarter.
  • J. Safra Sarasin Holding's Zions Bancorporation position peaked at $236K in Q3 2025.
  • 558 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2025.

Based on J. Safra Sarasin Holding's 13F filing for Q4 2025, filed 15 Jan 2026.