Janney Montgomery Scott
ZION icon

Janney Montgomery Scott’s Zions Bancorporation ZION Stock Holding History

Janney Montgomery Scott’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
2026
Q2 		$692K Buy
10,005
+230
+2% +$14.5K ﹤0.01% 2164
2026
Q1 		$563K Buy
9,775
+3,430
+54% +$202K ﹤0.01% 1970
2025
Q4 		$371K Sell
6,345
-2,194
-26% -$119K ﹤0.01% 2409
2025
Q3 		$483K Buy
8,539
+1,853
+28% +$103K ﹤0.01% 2170
2025
Q2 		$347K Sell
6,686
-61,159
-90% -$2.87M ﹤0.01% 2256
2025
Q1 		$3.38M Buy
+67,845
New +$3.65M 0.01% 927
2023
Q2 		– Sell
-11,307
Closed -$338K – 2753
2023
Q1 		$338K Buy
+11,307
New +$517K ﹤0.01% 1977
2022
Q4 		– Sell
-5,040
Closed -$256K – 2656
2022
Q3 		$256K Buy
+5,040
New +$276K ﹤0.01% 2120
2022
Q2 		– Sell
-5,573
Closed -$365K – 2464
2022
Q1 		$365K Buy
+5,573
New +$381K ﹤0.01% 1793
2020
Q1 		– Sell
-18,007
Closed -$935K – 2117
2019
Q4 		$935K Buy
18,007
+8,728
+94% +$424K 0.01% 1125
2019
Q3 		$413K Buy
9,279
+1,613
+21% +$69.7K ﹤0.01% 1505
2019
Q2 		$352K Sell
7,666
-841
-10% -$38.9K ﹤0.01% 1616
2019
Q1 		$386K Buy
8,507
+2,058
+32% +$98.2K ﹤0.01% 1530
2018
Q4 		$263K Sell
6,449
-6,284
-49% -$293K ﹤0.01% 1643
2018
Q3 		$639K Buy
12,733
+939
+8% +$49.6K 0.01% 1313
2018
Q2 		$621K Buy
11,794
+1,215
+11% +$67.1K 0.01% 1271
2018
Q1 		$558K Buy
10,579
+3,428
+48% +$184K 0.01% 1275
2017
Q4 		$363K Buy
7,151
+2,652
+59% +$127K ﹤0.01% 1485
2017
Q3 		$212K Buy
+4,499
New +$200K ﹤0.01% 1681
2015
Q4 		– Sell
-16,069
Closed -$443K – 1455
2015
Q3 		$443K Buy
+16,069
New +$476K 0.01% 889

Other funds holding ZION

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Janney Montgomery Scott's ZION Position: Q2 2026 in Review

Janney Montgomery Scott increased its Zions Bancorporation (ZION) stake by 2.4% in Q2 2026, buying an estimated $14.5K and bringing the position to 10,005 shares worth $692K. The position accounts for ﹤0.01% of the portfolio, ranked #2164.

Janney Montgomery Scott first reported a position in ZION in Q3 2015 and has held it in 20 quarters since. The position peaked at $3.38M in Q1 2025. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Janney Montgomery Scott held 10,005 shares of Zions Bancorporation worth $692K as of Q2 2026.
  • Janney Montgomery Scott bought 230 Zions Bancorporation shares in Q2 2026, an estimated $14.5K.
  • Zions Bancorporation made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2164 holding.
  • Janney Montgomery Scott first reported a position in Zions Bancorporation in Q3 2015 and has held it in 20 quarters since.
  • Janney Montgomery Scott's Zions Bancorporation position peaked at $3.38M in Q1 2025.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.