KLCM
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KG&L Capital Management’s Zions Bancorporation ZION Stock Holding History

KG&L Capital Management’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 		– Sell
-5,488
Closed -$321K – 212
2025
Q4 		$321K Sell
5,488
-135
-2% -$7.35K 0.08% 174
2025
Q3 		$318K Sell
5,623
-102
-2% -$5.68K 0.09% 170
2025
Q2 		$297K Sell
5,725
-65
-1% -$3.05K 0.09% 158
2025
Q1 		$289K Sell
5,790
-50
-0.9% -$2.69K 0.09% 162
2024
Q4 		$317K Sell
5,840
-100
-2% -$5.48K 0.1% 153
2024
Q3 		$280K Sell
5,940
-17,760
-75% -$841K 0.09% 165
2024
Q2 		$1.03M Sell
23,700
-6,490
-21% -$274K 0.36% 65
2024
Q1 		$1.31M Buy
30,190
+130
+0.4% +$5.36K 0.52% 44
2023
Q4 		$1.32M Buy
30,060
+1,160
+4% +$41.9K 0.55% 41
2023
Q3 		$1.01M Sell
28,900
-11,625
-29% -$405K 0.49% 46
2023
Q2 		$1.09M Buy
+40,525
New +$1.12M 0.52% 43

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

KG&L Capital Management's ZION Position: Q1 2026 in Review

KG&L Capital Management sold out of Zions Bancorporation (ZION) in Q1 2026, closing a stake of 5,488 shares — an estimated $321K sold.

KG&L Capital Management first reported a position in ZION in Q2 2023 and held it in 11 quarters. The position peaked at $1.32M in Q4 2023. 566 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • KG&L Capital Management reported no remaining Zions Bancorporation position as of Q1 2026 after selling out during the quarter.
  • KG&L Capital Management sold 5,488 Zions Bancorporation shares in Q1 2026, an estimated $321K.
  • KG&L Capital Management first reported a position in Zions Bancorporation in Q2 2023 and held it in 11 quarters.
  • KG&L Capital Management's Zions Bancorporation position peaked at $1.32M in Q4 2023.
  • 566 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.