Siena Capital Partners’s Zions Bancorporation ZION Stock Holding History

Siena Capital Partners’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	$4.56M	Sell	72,790 -28,500	-28%	-$1.96M	1.07%	34
2026 Q2	$7.01M	Hold	101,290	–	–	1.7%	13
2026 Q1	$5.84M	Hold	101,290	–	–	1.51%	17
2025 Q4	$5.93M	Hold	101,290	–	–	1.59%	16
2025 Q3	$5.73M	Hold	101,290	–	–	1.64%	16
2025 Q2	$5.26M	Hold	101,290	–	–	1.54%	16
2025 Q1	$5.05M	Hold	101,290	–	–	1.5%	17
2024 Q4	$5.49M	Hold	101,290	–	–	1.52%	13
2024 Q3	$4.78M	Hold	101,290	–	–	1.38%	19
2024 Q2	$4.39M	Hold	101,290	–	–	1.45%	15
2024 Q1	$4.4M	Hold	101,290	–	–	1.47%	15
2023 Q4	$4.44M	Hold	101,290	–	–	1.39%	16
2023 Q3	$2.72M	Hold	101,290	–	–	0.98%	41
2023 Q2	$2.72M	Buy	+101,290	New	+$2.81M	0.97%	40
2021 Q1	–	Sell	-114,668	Closed	-$5.9M	–	113
2020 Q4	$4.98M	Hold	114,668	–	–	1.98%	8
2020 Q3	$3.35M	Hold	114,668	–	–	1.69%	10
2020 Q2	$3.9M	Sell	114,668 -23,332	-17%	-$739K	1.83%	10
2020 Q1	$3.69M	Hold	138,000	–	–	1.61%	14
2019 Q4	$7.16M	Hold	138,000	–	–	2.04%	8
2019 Q3	$6.14M	Hold	138,000	–	–	1.84%	12
2019 Q2	$6.34M	Hold	138,000	–	–	1.88%	13
2019 Q1	$6.27M	Hold	138,000	–	–	1.91%	12
2018 Q4	$5.62M	Hold	138,000	–	–	5.85%	5
2018 Q3	$6.92M	Hold	138,000	–	–	7.02%	5
2018 Q2	$7.27M	Hold	138,000	–	–	6.84%	4
2018 Q1	$7.28M	Hold	138,000	–	–	7.28%	5
2017 Q4	$7.02M	Sell	138,000 -7,000	-5%	-$335K	7.35%	4
2017 Q3	$6.84M	Hold	145,000	–	–	6.94%	4
2017 Q2	$6.37M	Hold	145,000	–	–	6.1%	6
2017 Q1	$6.09M	Hold	145,000	–	–	6.07%	6
2016 Q4	$6.24M	Buy	+145,000	New	+$5.34M	6.15%	4

Other funds holding ZION

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $6.55B AUM 7.49% 1-Year Est. Return

Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Siena Capital Partners's ZION Position: Q3 2026 in Review

Siena Capital Partners reduced its Zions Bancorporation (ZION) stake by 28% in Q3 2026, selling an estimated $1.96M and leaving 72,790 shares worth $4.56M. The position accounts for 1.07% of the portfolio, ranked #34.

Siena Capital Partners first reported a position in ZION in Q4 2016 and has held it in 31 quarters since. The position peaked at $7.28M in Q1 2018. 509 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

Siena Capital Partners held 72,790 shares of Zions Bancorporation worth $4.56M as of Q3 2026.
Siena Capital Partners sold 28,500 Zions Bancorporation shares in Q3 2026, an estimated $1.96M.
Zions Bancorporation made up 1.07% of Siena Capital Partners's portfolio in Q3 2026, its #34 holding.
Siena Capital Partners first reported a position in Zions Bancorporation in Q4 2016 and has held it in 31 quarters since.
Siena Capital Partners's Zions Bancorporation position peaked at $7.28M in Q1 2018.
509 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Siena Capital Partners's 13F filing for Q3 2026, filed 10 Nov 2026.