Maltese Capital Management’s Zions Bancorporation ZION Stock Holding History

Maltese 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	-105,000	Closed	-$6.15M	–	115
2025 Q4	$6.15M	Sell	105,000 -55,000	-34%	-$3M	1.09%	33
2025 Q3	$9.05M	Sell	160,000 -93,000	-37%	-$5.17M	1.37%	23
2025 Q2	$13.1M	Buy	253,000 +40,500	+19%	+$1.9M	1.84%	15
2025 Q1	$10.6M	Buy	212,500 +25,000	+13%	+$1.35M	1.72%	18
2024 Q4	$10.2M	Sell	187,500 -22,500	-11%	-$1.23M	1.55%	20
2024 Q3	$9.92M	Sell	210,000 -162,460	-44%	-$7.69M	1.52%	23
2024 Q2	$16.2M	Sell	372,460 -42,540	-10%	-$1.8M	2.98%	8
2024 Q1	$18M	Buy	415,000 +210,000	+102%	+$8.66M	3.47%	7
2023 Q4	$8.99M	Buy	+205,000	New	+$7.4M	2.53%	11
2022 Q2	–	Sell	-85,000	Closed	-$5.57M	–	135
2022 Q1	$5.57M	Sell	85,000 -20,000	-19%	-$1.37M	1.05%	36
2021 Q4	$6.63M	Buy	105,000 +5,000	+5%	+$319K	1.09%	29
2021 Q3	$6.19M	Sell	100,000 -112,555	-53%	-$6.18M	1.07%	33
2021 Q2	$11.2M	Sell	212,555 -102,500	-33%	-$5.74M	1.78%	10
2021 Q1	$17.3M	Sell	315,055 -17,510	-5%	-$902K	2.27%	5
2020 Q4	$14.4M	Sell	332,565 -260,261	-44%	-$9.62M	2.23%	7
2020 Q3	$17.3M	Sell	592,826 -15,974	-3%	-$515K	2.94%	3
2020 Q2	$20.7M	Sell	608,800 -179,718	-23%	-$5.69M	2.78%	4
2020 Q1	$21.1M	Buy	788,518 +175,570	+29%	+$7.23M	3.01%	1
2019 Q4	$31.8M	Sell	612,948 -17,088	-3%	-$829K	2.69%	3
2019 Q3	$28M	Sell	630,036 -113,425	-15%	-$4.9M	2.4%	5
2019 Q2	$34.2M	Buy	743,461 +99,408	+15%	+$4.6M	2.65%	2
2019 Q1	$29.2M	Sell	644,053 -276,484	-30%	-$13.2M	2.24%	4
2018 Q4	$37.5M	Buy	920,537 +145,589	+19%	+$6.79M	3.12%	1
2018 Q3	$38.9M	Buy	774,948 +78,974	+11%	+$4.17M	2.69%	1
2018 Q2	$36.7M	Buy	695,974 +72,889	+12%	+$4.02M	2.43%	2
2018 Q1	$32.9M	Buy	623,085 +73,046	+13%	+$3.93M	2.24%	4
2017 Q4	$28M	Buy	550,039 +72,639	+15%	+$3.48M	2.1%	6
2017 Q3	$22.5M	Sell	477,400 -132,600	-22%	-$5.9M	1.93%	4
2017 Q2	$26.8M	Buy	610,000 +125,000	+26%	+$5.15M	2.55%	2
2017 Q1	$20.4M	Buy	485,000 +41,100	+9%	+$1.79M	2.2%	3
2016 Q4	$19.1M	Sell	443,900 -110,600	-20%	-$4.07M	1.72%	6
2016 Q3	$17.2M	Buy	554,500 +26,300	+5%	+$747K	2.08%	4
2016 Q2	$13.3M	Buy	528,200 +33,200	+7%	+$881K	1.66%	12
2016 Q1	$12M	Buy	495,000 +45,000	+10%	+$1.03M	1.56%	11
2015 Q4	$12.3M	Sell	450,000 -40,000	-8%	-$1.15M	1.43%	10
2015 Q3	$13.5M	Buy	490,000 +30,000	+7%	+$889K	1.51%	12
2015 Q2	$14.6M	Sell	460,000 -116,200	-20%	-$3.42M	1.64%	6
2015 Q1	$15.6M	Buy	576,200 +26,200	+5%	+$686K	1.81%	5
2014 Q4	$15.7M	Buy	550,000 +177,300	+48%	+$5M	1.86%	3
2014 Q3	$10.8M	Buy	372,700 +302,700	+432%	+$8.79M	1.31%	15
2014 Q2	$2.06M	Buy	70,000 +10,000	+17%	+$294K	0.27%	115
2014 Q1	$1.86M	Buy	+60,000	New	+$1.82M	0.23%	125
2013 Q3	–	Sell	-225,000	Closed	-$6.51M	–	182
2013 Q2	$6.51M	Buy	+225,000	New	+$5.88M	0.68%	57

Other funds holding ZION

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Maltese Capital Management's ZION Position: Q1 2026 in Review

Maltese Capital Management sold out of Zions Bancorporation (ZION) in Q1 2026, closing a stake of 105,000 shares — an estimated $6.15M sold.

Maltese Capital Management first reported a position in ZION in Q2 2013 and held it in 43 quarters. The position peaked at $38.9M in Q3 2018. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

Maltese Capital Management reported no remaining Zions Bancorporation position as of Q1 2026 after selling out during the quarter.
Maltese Capital Management sold 105,000 Zions Bancorporation shares in Q1 2026, an estimated $6.15M.
Maltese Capital Management first reported a position in Zions Bancorporation in Q2 2013 and held it in 43 quarters.
Maltese Capital Management's Zions Bancorporation position peaked at $38.9M in Q3 2018.
559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Maltese Capital Management's 13F filing for Q1 2026, filed 15 May 2026.