JFA
ZION icon

JNBA Financial Advisors’s Zions Bancorporation ZION Stock Holding History

JNBA Financial 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
Q1 		– Sell
-21
Closed -$1.23K – 888
2025
Q4 		$1.23K Buy
+21
New +$1.14K ﹤0.01% 728
2016
Q4 		– Sell
-98
Closed -$3K – 1381
2016
Q3 		$3K Buy
+98
New +$2.78K ﹤0.01% 1373

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

JNBA Financial Advisors's ZION Position: Q1 2026 in Review

JNBA Financial Advisors sold out of Zions Bancorporation (ZION) in Q1 2026, closing a stake of 21 shares — an estimated $1.23K sold.

JNBA Financial Advisors first reported a position in ZION in Q3 2016 and held it in 2 quarters. The position peaked at $3K in Q3 2016. 566 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • JNBA Financial Advisors reported no remaining Zions Bancorporation position as of Q1 2026 after selling out during the quarter.
  • JNBA Financial Advisors sold 21 Zions Bancorporation shares in Q1 2026, an estimated $1.23K.
  • JNBA Financial Advisors first reported a position in Zions Bancorporation in Q3 2016 and held it in 2 quarters.
  • JNBA Financial Advisors's Zions Bancorporation position peaked at $3K in Q3 2016.
  • 566 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.