Zions Bancorporation, National Association’s Stifel SF Stock Holding History

Zions Bancorporation, National Association’s Portfolio SF Stock Details SF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$878K	Sell	12,588 -12,085	-49%	-$901K	0.05%	168
2026 Q1	$1.82M	Sell	24,673 -14,510	-37%	-$1.15M	0.12%	113
2025 Q4	$3.27M	Sell	39,183 -6,114	-13%	-$489K	0.15%	95
2025 Q3	$3.43M	Sell	45,297 -6,746	-13%	-$505K	0.17%	94
2025 Q2	$3.6M	Buy	52,043 +44	+0.1%	+$2.7K	0.19%	99
2025 Q1	$3.27M	Buy	+51,999	New	+$3.67M	0.21%	100

Other funds holding SF

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Zions Bancorporation, National Association's SF Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its Stifel (SF) stake by 49% in Q2 2026, selling an estimated $901K and leaving 12,588 shares worth $878K. The position accounts for 0.05% of the portfolio, ranked #168.

Zions Bancorporation, National Association first reported a position in SF in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.6M in Q2 2025. 594 funds tracked by Wall St. Rank hold SF as of Q2 2026.

Zions Bancorporation, National Association held 12,588 shares of Stifel worth $878K as of Q2 2026.
Zions Bancorporation, National Association sold 12,085 Stifel shares in Q2 2026, an estimated $901K.
Stifel made up 0.05% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #168 holding.
Zions Bancorporation, National Association first reported a position in Stifel in Q1 2025 and has held it in 6 quarters since.
Zions Bancorporation, National Association's Stifel position peaked at $3.6M in Q2 2025.
594 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.