JWA
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JFS Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

JFS Wealth Advisors’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 		$12.7K Buy
183
+6
+3% +$378 ﹤0.01% 910
2026
Q1 		$10.2K Buy
177
+6
+4% +$354 ﹤0.01% 944
2025
Q4 		$10K Buy
171
+48
+39% +$2.61K ﹤0.01% 973
2025
Q3 		$6.96K Hold
123
– – ﹤0.01% 1005
2025
Q2 		$6.39K Sell
123
-5
-4% -$235 ﹤0.01% 1000
2025
Q1 		$6.38K Buy
128
+7
+6% +$377 ﹤0.01% 1026
2024
Q4 		$6.57K Hold
121
– – ﹤0.01% 1009
2024
Q3 		$5.71K Sell
121
-11
-8% -$521 ﹤0.01% 1075
2024
Q2 		$5.72K Sell
132
-3
-2% -$127 ﹤0.01% 1014
2024
Q1 		$5.86K Sell
135
-30
-18% -$1.24K ﹤0.01% 1044
2023
Q4 		$7.24K Buy
165
+28
+20% +$1.01K ﹤0.01% 904
2023
Q3 		$4.78K Buy
137
+136
+13,600% +$4.74K ﹤0.01% 1005
2023
Q2 		$27 Sell
1
-20
-95% -$555 ﹤0.01% 1963
2023
Q1 		$629 Sell
21
-72
-77% -$3.29K ﹤0.01% 1682
2022
Q4 		$4.57K Sell
93
-46
-33% -$2.3K ﹤0.01% 1024
2022
Q3 		$7K Buy
139
+80
+136% +$4.38K ﹤0.01% 882
2022
Q2 		$3K Sell
59
-61
-51% -$3.47K ﹤0.01% 1256
2022
Q1 		$8K Buy
120
+71
+145% +$4.86K ﹤0.01% 893
2021
Q4 		$3K Buy
+49
New +$3.13K ﹤0.01% 1006

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

JFS Wealth Advisors's ZION Position: Q2 2026 in Review

JFS Wealth Advisors increased its Zions Bancorporation (ZION) stake by 3.4% in Q2 2026, buying an estimated $378 and bringing the position to 183 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

JFS Wealth Advisors first reported a position in ZION in Q4 2021 and has held it in 19 quarters since. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • JFS Wealth Advisors held 183 shares of Zions Bancorporation worth $12.7K as of Q2 2026.
  • JFS Wealth Advisors bought 6 Zions Bancorporation shares in Q2 2026, an estimated $378.
  • Zions Bancorporation made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #910 holding.
  • JFS Wealth Advisors first reported a position in Zions Bancorporation in Q4 2021 and has held it in 19 quarters since.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.