Jefferies Financial Group’s Zions Bancorporation ZION Stock Holding History

Jefferies Financial Group’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	$29.2K	Sell	422 -23,888	-98%	-$1.51M	﹤0.01%	1594
2026 Q1	$1.4M	Buy	24,310 +594	+3%	+$35K	0.01%	786
2025 Q4	$1.39M	Buy	+23,716	New	+$1.29M	0.01%	940
2025 Q2	–	Sell	-20,878	Closed	-$1.04M	–	1886
2025 Q1	$1.04M	Buy	+20,878	New	+$1.12M	0.01%	802
2023 Q4	–	Sell	-28,745	Closed	-$1M	–	2043
2023 Q3	$1M	Buy	+28,745	New	+$1M	0.01%	835
2023 Q2	–	Sell	-20,000	Closed	-$599K	–	2063
2023 Q1	$599K	Buy	20,000 +14,951	+296%	+$684K	﹤0.01%	1047
2022 Q4	$248K	Buy	+5,049	New	+$253K	﹤0.01%	1242

Other funds holding ZION

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Jefferies Financial Group's ZION Position: Q2 2026 in Review

Jefferies Financial Group reduced its Zions Bancorporation (ZION) stake by 98% in Q2 2026, selling an estimated $1.51M and leaving 422 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Jefferies Financial Group first reported a position in ZION in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.4M in Q1 2026. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

Jefferies Financial Group held 422 shares of Zions Bancorporation worth $29.2K as of Q2 2026.
Jefferies Financial Group sold 23,888 Zions Bancorporation shares in Q2 2026, an estimated $1.51M.
Zions Bancorporation made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1594 holding.
Jefferies Financial Group first reported a position in Zions Bancorporation in Q4 2022 and has held it in 7 quarters since.
Jefferies Financial Group's Zions Bancorporation position peaked at $1.4M in Q1 2026.
599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.