JWA
ZION icon

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

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return