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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
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 		$1.95K 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

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 $3.37T AUM 44.26% 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

Caldwell Sutter Capital's ZION Position: Q2 2026 in Review

Caldwell Sutter Capital held its Zions Bancorporation (ZION) position steady in Q2 2026 at 39 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Caldwell Sutter Capital first reported a position in ZION in Q2 2023 and has held it in 13 quarters since. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Caldwell Sutter Capital held 39 shares of Zions Bancorporation worth $2.7K as of Q2 2026.
  • Caldwell Sutter Capital left its Zions Bancorporation share count unchanged in Q2 2026.
  • Zions Bancorporation made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #769 holding.
  • Caldwell Sutter Capital first reported a position in Zions Bancorporation in Q2 2023 and has held it in 13 quarters since.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.