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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
Q2 		$637K Buy
9,200
+6,700
+268% +$422K ﹤0.01% 1167
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 $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 $3.38T AUM 44.17% 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

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. 600 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.
  • 600 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.