JFG
ZION icon

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
Q1 		$1.4M Buy
24,310
+594
+3% +$35K 0.02% 786
2025
Q4 		$1.39M Buy
+23,716
New +$1.29M 0.01% 940
2025
Q2 		– Sell
-20,878
Closed -$1.04M – 1916
2025
Q1 		$1.04M Buy
+20,878
New +$1.12M 0.02% 802
2023
Q4 		– Sell
-28,745
Closed -$1M – 2078
2023
Q3 		$1M Buy
+28,745
New +$1M 0.03% 835
2023
Q2 		– Sell
-20,000
Closed -$599K – 2108
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return