Jacobs Levy Equity Management’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.1M | Buy |
279,137
+40,304
| +17% | +$2.37M | 0.07% | 238 |
|
|
2025
Q4 | $14M | Buy |
238,833
+168,538
| +240% | +$9.18M | 0.05% | 259 |
|
|
2025
Q3 | $3.98M | Sell |
70,295
-39,970
| -36% | -$2.22M | 0.02% | 463 |
|
|
2025
Q2 | $5.73M | Sell |
110,265
-34,575
| -24% | -$1.62M | 0.02% | 404 |
|
|
2025
Q1 | $7.22M | Buy |
144,840
+28,179
| +24% | +$1.52M | 0.03% | 391 |
|
|
2024
Q4 | $6.33M | Buy |
116,661
+57,293
| +97% | +$3.14M | 0.02% | 383 |
|
|
2024
Q3 | $2.8M | Buy |
59,368
+2,523
| +4% | +$119K | 0.01% | 537 |
|
|
2024
Q2 | $2.47M | Buy |
56,845
+11,703
| +26% | +$494K | 0.01% | 569 |
|
|
2024
Q1 | $1.96M | Buy |
+45,142
| New | +$1.86M | 0.01% | 600 |
|
|
2023
Q3 | – | Sell |
-1,421,416
| Closed | -$38.2M | – | 1078 |
|
|
2023
Q2 | $38.2M | Sell |
1,421,416
-282,007
| -17% | -$7.82M | 0.22% | 122 |
|
|
2023
Q1 | $51M | Buy |
1,703,423
+163,890
| +11% | +$7.5M | 0.31% | 81 |
|
|
2022
Q4 | $75.7M | Buy |
1,539,533
+162,251
| +12% | +$8.12M | 0.51% | 40 |
|
|
2022
Q3 | $70M | Buy |
1,377,282
+947,358
| +220% | +$51.8M | 0.55% | 33 |
|
|
2022
Q2 | $21.9M | Buy |
429,924
+397,405
| +1,222% | +$22.6M | 0.17% | 154 |
|
|
2022
Q1 | $2.13M | Buy |
+32,519
| New | +$2.22M | 0.01% | 612 |
|
|
2020
Q3 | – | Sell |
-6,606
| Closed | -$225K | – | 1116 |
|
|
2020
Q2 | $225K | Buy |
+6,606
| New | +$209K | ﹤0.01% | 934 |
|
|
2018
Q4 | – | Sell |
-13,720
| Closed | -$688K | – | 1082 |
|
|
2018
Q3 | $688K | Sell |
13,720
-43,660
| -76% | -$2.31M | 0.01% | 715 |
|
|
2018
Q2 | $3.02M | Sell |
57,380
-25,050
| -30% | -$1.38M | 0.05% | 413 |
|
|
2018
Q1 | $4.35M | Sell |
82,430
-208,600
| -72% | -$11.2M | 0.07% | 307 |
|
|
2017
Q4 | $14.8M | Buy |
291,030
+7,570
| +3% | +$363K | 0.26% | 129 |
|
|
2017
Q3 | $13.4M | Sell |
283,460
-62,650
| -18% | -$2.79M | 0.26% | 126 |
|
|
2017
Q2 | $15.2M | Sell |
346,110
-24,640
| -7% | -$1.01M | 0.33% | 94 |
|
|
2017
Q1 | $15.6M | Buy |
370,750
+19,380
| +6% | +$842K | 0.31% | 95 |
|
|
2016
Q4 | $15.1M | Buy |
351,370
+24,980
| +8% | +$920K | 0.29% | 103 |
|
|
2016
Q3 | $10.1M | Buy |
326,390
+99,400
| +44% | +$2.82M | 0.18% | 162 |
|
|
2016
Q2 | $5.7M | Buy |
226,990
+55,850
| +33% | +$1.48M | 0.12% | 217 |
|
|
2016
Q1 | $4.14M | Buy |
171,140
+60,890
| +55% | +$1.4M | 0.09% | 252 |
|
|
2015
Q4 | $3.01M | Buy |
+110,250
| New | +$3.17M | 0.06% | 275 |
|
|
2015
Q1 | – | Sell |
-129,370
| Closed | -$3.69M | – | 887 |
|
|
2014
Q4 | $3.69M | Sell |
129,370
-116,810
| -47% | -$3.3M | 0.06% | 291 |
|
|
2014
Q3 | $7.15M | Buy |
+246,180
| New | +$7.15M | 0.12% | 198 |
|
|
2014
Q2 | – | Sell |
-16,300
| Closed | -$505K | – | 946 |
|
|
2014
Q1 | $505K | Buy |
16,300
+1,400
| +9% | +$42.5K | 0.01% | 670 |
|
|
2013
Q4 | $446K | Buy |
+14,900
| New | +$429K | 0.01% | 732 |
|
Other funds holding ZION
VPM
VCM
FMI
Jacobs Levy Equity Management's ZION Position: Q1 2026 in Review
Jacobs Levy Equity Management increased its Zions Bancorporation (ZION) stake by 17% in Q1 2026, buying an estimated $2.37M and bringing the position to 279,137 shares worth $16.1M. The position accounts for 0.07% of the portfolio, ranked #238.
Jacobs Levy Equity Management first reported a position in ZION in Q4 2013 and has held it in 32 quarters since. The position peaked at $75.7M in Q4 2022. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.
- Jacobs Levy Equity Management held 279,137 shares of Zions Bancorporation worth $16.1M as of Q1 2026.
- Jacobs Levy Equity Management bought 40,304 Zions Bancorporation shares in Q1 2026, an estimated $2.37M.
- Zions Bancorporation made up 0.07% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #238 holding.
- Jacobs Levy Equity Management first reported a position in Zions Bancorporation in Q4 2013 and has held it in 32 quarters since.
- Jacobs Levy Equity Management's Zions Bancorporation position peaked at $75.7M in Q4 2022.
- 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.
Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.