Jones Financial Companies
ZION icon

Jones Financial Companies’s Zions Bancorporation ZION Stock Holding History

Jones Financial Companies’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 		$3.35M Buy
48,445
+6,212
+15% +$392K ﹤0.01% 1365
2026
Q1 		$2.34M Buy
42,233
+12,302
+41% +$725K ﹤0.01% 1356
2025
Q4 		$1.75M Buy
29,931
+7,770
+35% +$423K ﹤0.01% 1014
2025
Q3 		$1.28M Buy
22,161
+9,364
+73% +$521K ﹤0.01% 1035
2025
Q2 		$659K Buy
12,797
+4,969
+63% +$233K ﹤0.01% 1176
2025
Q1 		$387K Buy
7,828
+1,162
+17% +$62.6K ﹤0.01% 1228
2024
Q4 		$362K Buy
6,666
+1,226
+23% +$67.2K ﹤0.01% 1122
2024
Q3 		$253K Buy
+5,440
New +$258K ﹤0.01% 1063
2024
Q2 		– Sell
-408
Closed -$17.7K – 2456
2024
Q1 		$17.7K Sell
408
-257
-39% -$10.6K ﹤0.01% 934
2023
Q4 		$29.2K Buy
+665
New +$24K ﹤0.01% 542
2023
Q1 		– Sell
-36
Closed -$2K – 796
2022
Q4 		$2K Sell
36
-18
-33% -$901 ﹤0.01% 626
2022
Q3 		$3K Sell
54
-18
-25% -$984 ﹤0.01% 502
2022
Q2 		$4K Hold
72
– – ﹤0.01% 564
2022
Q1 		$5K Sell
72
-78
-52% -$5.34K ﹤0.01% 588
2021
Q4 		$9K Buy
150
+72
+92% +$4.6K ﹤0.01% 571
2021
Q3 		$5K Sell
78
-73
-48% -$4.01K ﹤0.01% 578
2021
Q2 		$8K Sell
151
-42
-22% -$2.35K ﹤0.01% 510
2021
Q1 		$11K Buy
193
+136
+239% +$7K ﹤0.01% 527
2020
Q4 		$2K Buy
+57
New +$2.11K ﹤0.01% 634

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

Jones Financial Companies's ZION Position: Q2 2026 in Review

Jones Financial Companies increased its Zions Bancorporation (ZION) stake by 15% in Q2 2026, buying an estimated $392K and bringing the position to 48,445 shares worth $3.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Jones Financial Companies first reported a position in ZION in Q4 2020 and has held it in 19 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Jones Financial Companies held 48,445 shares of Zions Bancorporation worth $3.35M as of Q2 2026.
  • Jones Financial Companies bought 6,212 Zions Bancorporation shares in Q2 2026, an estimated $392K.
  • Zions Bancorporation made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1365 holding.
  • Jones Financial Companies first reported a position in Zions Bancorporation in Q4 2020 and has held it in 19 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.