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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 		$144K Hold
2,500
– – ﹤0.01% 1563
2025
Q4 		$146K Buy
+2,500
New +$136K ﹤0.01% 1658

Other funds holding ZION

BlackRock
BlackRock New York $5.72T 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

Jefferies Financial Group's ZION Position: Q1 2026 in Review

Jefferies Financial Group increased its Zions Bancorporation (ZION) stake by 2.5% in Q1 2026, buying an estimated $35K and bringing the position to 24,310 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #786.

Jefferies Financial Group first reported a position in ZION in Q4 2022 and has held it in 6 quarters since. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Jefferies Financial Group held 24,310 shares of Zions Bancorporation worth $1.4M as of Q1 2026.
  • Jefferies Financial Group bought 594 Zions Bancorporation shares in Q1 2026, an estimated $35K.
  • Zions Bancorporation made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #786 holding.
  • Jefferies Financial Group first reported a position in Zions Bancorporation in Q4 2022 and has held it in 6 quarters since.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.