Raymond James Financial
ZION icon

Raymond James Financial’s Zions Bancorporation ZION Stock Holding History

Raymond James 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
Q2 		$8.19M Sell
118,365
-3,142
-3% -$198K ﹤0.01% 2336
2026
Q1 		$7M Buy
121,507
+1,239
+1% +$73K ﹤0.01% 2318
2025
Q4 		$7.04M Buy
120,268
+15,567
+15% +$848K ﹤0.01% 2248
2025
Q3 		$5.92M Sell
104,701
-23,348
-18% -$1.3M ﹤0.01% 2347
2025
Q2 		$6.65M Sell
128,049
-19,565
-13% -$918K ﹤0.01% 2174
2025
Q1 		$7.36M Buy
147,614
+4,955
+3% +$267K ﹤0.01% 2038
2024
Q4 		$7.74M Buy
+142,659
New +$7.82M ﹤0.01% 2036

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

Raymond James Financial's ZION Position: Q2 2026 in Review

Raymond James Financial reduced its Zions Bancorporation (ZION) stake by 2.6% in Q2 2026, selling an estimated $198K and leaving 118,365 shares worth $8.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2336.

Raymond James Financial first reported a position in ZION in Q4 2024 and has held it in 7 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Raymond James Financial held 118,365 shares of Zions Bancorporation worth $8.19M as of Q2 2026.
  • Raymond James Financial sold 3,142 Zions Bancorporation shares in Q2 2026, an estimated $198K.
  • Zions Bancorporation made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2336 holding.
  • Raymond James Financial first reported a position in Zions Bancorporation in Q4 2024 and has held it in 7 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

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