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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
2021
Q2 		– Sell
-10,000
Closed -$207K – 111
2021
Q1 		$207K Hold
10,000
– – 0.07% 104
2020
Q4 		$110K Hold
10,000
– – 0.04% 107
2020
Q3 		$25K Hold
10,000
– – 0.01% 111
2020
Q2 		$57K Buy
+10,000
New +$317K 0.03% 109

Other funds holding ZION

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Siena Capital Partners's ZION Position: Q1 2026 in Review

Siena Capital Partners held its Zions Bancorporation (ZION) position steady in Q1 2026 at 101,290 shares worth $5.84M. The position accounts for 1.51% of the portfolio, ranked #17.

Siena Capital Partners first reported a position in ZION in Q4 2016 and has held it in 29 quarters since. The position peaked at $7.28M in Q1 2018. 560 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Siena Capital Partners held 101,290 shares of Zions Bancorporation worth $5.84M as of Q1 2026.
  • Siena Capital Partners left its Zions Bancorporation share count unchanged in Q1 2026.
  • Zions Bancorporation made up 1.51% of Siena Capital Partners's portfolio in Q1 2026, its #17 holding.
  • Siena Capital Partners first reported a position in Zions Bancorporation in Q4 2016 and has held it in 29 quarters since.
  • Siena Capital Partners's Zions Bancorporation position peaked at $7.28M in Q1 2018.
  • 560 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Siena Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.