Caldwell Sutter Capital
ZION icon

Caldwell Sutter Capital’s Zions Bancorporation ZION Stock Holding History

Caldwell Sutter Capital’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
Q3 		$2.44K Hold
39
– – ﹤0.01% 800
2026
Q2 		$2.7K Hold
39
– – ﹤0.01% 769
2026
Q1 		$2.25K Hold
39
– – ﹤0.01% 741
2025
Q4 		$2.28K Hold
39
– – ﹤0.01% 729
2025
Q3 		$2.21K Hold
39
– – ﹤0.01% 732
2025
Q2 		$2.03K Hold
39
– – ﹤0.01% 724
2025
Q1 		$1.94K Hold
39
– – ﹤0.01% 735
2024
Q4 		$2.12K Hold
39
– – ﹤0.01% 739
2024
Q3 		$1.84K Hold
39
– – ﹤0.01% 764
2024
Q2 		$1.69K Hold
39
– – ﹤0.01% 771
2024
Q1 		$1.69K Hold
39
– – ﹤0.01% 776
2023
Q4 		$1.71K Hold
39
– – ﹤0.01% 778
2023
Q3 		$1.36K Hold
39
– – ﹤0.01% 772
2023
Q2 		$1.05K Buy
+39
New +$1.08K ﹤0.01% 786

Other funds holding ZION

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Caldwell Sutter Capital's ZION Position: Q3 2026 in Review

Caldwell Sutter Capital held its Zions Bancorporation (ZION) position steady in Q3 2026 at 39 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Caldwell Sutter Capital first reported a position in ZION in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.7K in Q2 2026. 367 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Caldwell Sutter Capital held 39 shares of Zions Bancorporation worth $2.44K as of Q3 2026.
  • Caldwell Sutter Capital left its Zions Bancorporation share count unchanged in Q3 2026.
  • Zions Bancorporation made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q3 2026, its #800 holding.
  • Caldwell Sutter Capital first reported a position in Zions Bancorporation in Q2 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's Zions Bancorporation position peaked at $2.7K in Q2 2026.
  • 367 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.