Jump Financial’s Zions Bancorporation ZION Stock Holding History

Jump Financial’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	-218,028	Closed	-$12.8M	–	2485
2025 Q4	$12.8M	Buy	218,028 +145,621	+201%	+$7.93M	0.16%	151
2025 Q3	$4.1M	Buy	72,407 +24,307	+51%	+$1.35M	0.05%	479
2025 Q2	$2.5M	Buy	48,100 +43,953	+1,060%	+$2.06M	0.03%	641
2025 Q1	$207K	Buy	+4,147	New	+$223K	﹤0.01%	1414
2024 Q2	–	Sell	-50,294	Closed	-$2.18M	–	2346
2024 Q1	$2.18M	Buy	+50,294	New	+$2.07M	0.06%	403
2023 Q3	–	Sell	-19,061	Closed	-$512K	–	2320
2023 Q2	$512K	Sell	19,061 -110,442	-85%	-$3.06M	0.02%	1019
2023 Q1	$3.88M	Buy	129,503 +32,130	+33%	+$1.47M	0.16%	205
2022 Q4	$4.79M	Buy	97,373 +92,472	+1,887%	+$4.63M	0.25%	107
2022 Q3	$249K	Buy	+4,901	New	+$268K	0.01%	1246
2021 Q4	–	Sell	-4,441	Closed	-$275K	–	1777
2021 Q3	$275K	Buy	+4,441	New	+$244K	0.02%	703
2020 Q4	–	Sell	-7,941	Closed	-$232K	–	1212
2020 Q3	$232K	Buy	+7,941	New	+$256K	0.05%	593

Other funds holding ZION

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return