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Johnson Financial Group Inc (Wisconsin)’s Zions Bancorporation ZION Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$3.94K Hold
57
– – ﹤0.01% 712
2026
Q1 		$3.29K Hold
57
– – ﹤0.01% 738
2025
Q4 		$3.34K Hold
57
– – ﹤0.01% 751
2025
Q3 		$3.23K Buy
+57
New +$3.17K ﹤0.01% 881
2024
Q2 		– Sell
-38
Closed -$1.65K – 972
2024
Q1 		$1.65K Sell
38
-2,530
-99% -$104K ﹤0.01% 651
2023
Q4 		$113K Buy
2,568
+38
+2% +$1.37K 0.01% 359
2023
Q3 		$88.3K Sell
2,530
-193
-7% -$6.73K 0.01% 322
2023
Q2 		$73.1K Buy
2,723
+193
+8% +$5.35K 0.01% 363
2023
Q1 		$75.7K Buy
2,530
+2,258
+830% +$103K 0.01% 360
2022
Q4 		$13.4K Sell
272
-134
-33% -$6.7K ﹤0.01% 473
2022
Q3 		$21K Buy
406
+167
+70% +$9.13K ﹤0.01% 436
2022
Q2 		$12K Buy
239
+67
+39% +$3.81K ﹤0.01% 524
2022
Q1 		$11K Sell
172
-171
-50% -$11.7K ﹤0.01% 580
2021
Q4 		$22K Buy
+343
New +$21.9K ﹤0.01% 556
2021
Q1 		– Sell
-692
Closed -$30K – 705
2020
Q4 		$30K Buy
+692
New +$25.6K ﹤0.01% 379
2020
Q1 		– Sell
-188
Closed -$10K – 523
2019
Q4 		$10K Buy
+188
New +$9.13K ﹤0.01% 414
2016
Q2 		– Sell
-21
Closed -$1K – 797
2016
Q1 		$1K Hold
21
– – ﹤0.01% 736
2015
Q4 		$1K Buy
+21
New +$603 ﹤0.01% 771
2015
Q3 		– Sell
-170
Closed -$5K – 861
2015
Q2 		$5K Buy
+170
New +$5K ﹤0.01% 757

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

Johnson Financial Group Inc (Wisconsin)'s ZION Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its Zions Bancorporation (ZION) position steady in Q2 2026 at 57 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Johnson Financial Group Inc (Wisconsin) first reported a position in ZION in Q2 2015 and has held it in 19 quarters since. The position peaked at $113K in Q4 2023. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 57 shares of Zions Bancorporation worth $3.94K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) left its Zions Bancorporation share count unchanged in Q2 2026.
  • Zions Bancorporation made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #712 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Zions Bancorporation in Q2 2015 and has held it in 19 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Zions Bancorporation position peaked at $113K in Q4 2023.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.