Jefferies Group's ZION Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 24,310 shares of Zions Bancorporation, National Association (ZION) worth $1.4 M, representing 0.01% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in ZION, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 28,745 shares. Largest reduction occurred in Q4 2023, reducing 28,745 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Zions Bancorporation National Association (ZION) Holding Value Over Time
Track share changes against reported price movement
Quarterly Zions Bancorporation National Association (ZION) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +594 | Add 2.50% | 24,310 | $57.62 |
| Q4 2025 | +23,716 | New Buy | 23,716 | $58.54 |
| Q2 2025 | -20,878 | Sold Out | 0 | $0.00 |
| Q1 2025 | +20,878 | New Buy | 20,878 | $49.86 |
| Q4 2023 | -28,745 | Sold Out | 0 | $0.00 |
| Q3 2023 | +28,745 | New Buy | 28,745 | $34.89 |
| Q2 2023 | -20,000 | Sold Out | 0 | $0.00 |
| Q1 2023 | +14,951 | Add 296.12% | 20,000 | $29.93 |
| Q4 2022 | +5,049 | New Buy | 5,049 | $49.16 |
Jefferies Group's Zions Bancorporation National Association Investment FAQs
Jefferies Group first purchased Zions Bancorporation, National Association (ZION) in Q4 2022, acquiring 5,049 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Zions Bancorporation, National Association (ZION) for 9 quarters since Q4 2022.
Jefferies Group's largest addition to Zions Bancorporation, National Association (ZION) was in Q3 2023, adding 28,745 shares worth $1 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 24,310 shares of Zions Bancorporation, National Association (ZION), valued at approximately $1.4 M.
As of the Q1 2026 filing, Zions Bancorporation, National Association (ZION) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Zions Bancorporation, National Association (ZION) was 28,745 shares, as reported at the end of Q3 2023.