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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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
FMI
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

Raymond James Financial's ZION Position: Q1 2026 in Review

Raymond James Financial increased its Zions Bancorporation (ZION) stake by 1% in Q1 2026, buying an estimated $73K and bringing the position to 121,507 shares worth $7M. The position accounts for ﹤0.01% of the portfolio, ranked #2318.

Raymond James Financial first reported a position in ZION in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.74M in Q4 2024. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Raymond James Financial held 121,507 shares of Zions Bancorporation worth $7M as of Q1 2026.
  • Raymond James Financial bought 1,239 Zions Bancorporation shares in Q1 2026, an estimated $73K.
  • Zions Bancorporation made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2318 holding.
  • Raymond James Financial first reported a position in Zions Bancorporation in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Zions Bancorporation position peaked at $7.74M in Q4 2024.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.