Jupiter Asset Management’s Zions Bancorporation ZION Stock Holding History

Jupiter Asset Management’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
2025 Q4	–	Sell	-16,502	Closed	-$934K	–	505
2025 Q3	$934K	Buy	+16,502	New	+$918K	0.01%	353
2022 Q2	–	Sell	-3,281	Closed	-$215K	–	654
2022 Q1	$215K	Sell	3,281 -4,846	-60%	-$332K	﹤0.01%	498
2021 Q4	$513K	Buy	8,127 +1,020	+14%	+$65.1K	0.01%	468
2021 Q3	$440K	Buy	7,107 +3,190	+81%	+$175K	0.01%	487
2021 Q2	$207K	Sell	3,917 -850	-18%	-$47.6K	﹤0.01%	564
2021 Q1	$262K	Buy	+4,767	New	+$245K	﹤0.01%	536
2018 Q3	–	Sell	-225,140	Closed	-$11.9M	–	256
2018 Q2	$11.9M	Buy	225,140 +124,372	+123%	+$6.86M	0.35%	82
2018 Q1	$5.31M	Sell	100,768 -36,629	-27%	-$1.97M	0.16%	145
2017 Q4	$6.98M	Buy	+137,397	New	+$6.58M	0.2%	131
2013 Q3	–	Sell	-138,442	Closed	-$4M	–	208
2013 Q2	$4M	Buy	+138,442	New	+$3.62M	0.18%	136

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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 San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Jupiter Asset Management's ZION Position: Q4 2025 in Review

Jupiter Asset Management sold out of Zions Bancorporation (ZION) in Q4 2025, closing a stake of 16,502 shares — an estimated $934K sold.

Jupiter Asset Management first reported a position in ZION in Q2 2013 and held it in 10 quarters. The position peaked at $11.9M in Q2 2018. 558 funds tracked by Wall St. Rank hold ZION as of Q4 2025.

Jupiter Asset Management reported no remaining Zions Bancorporation position as of Q4 2025 after selling out during the quarter.
Jupiter Asset Management sold 16,502 Zions Bancorporation shares in Q4 2025, an estimated $934K.
Jupiter Asset Management first reported a position in Zions Bancorporation in Q2 2013 and held it in 10 quarters.
Jupiter Asset Management's Zions Bancorporation position peaked at $11.9M in Q2 2018.
558 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2025.

Based on Jupiter Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.