Sippican Capital Advisors’s Zions Bancorporation ZION Stock Holding History

Sippican Capital Advisors’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	$349K	Hold	5,050	–	–	0.21%	90
2026 Q1	$291K	Hold	5,050	–	–	0.2%	94
2025 Q4	$296K	Hold	5,050	–	–	0.19%	96
2025 Q3	$286K	Hold	5,050	–	–	0.19%	99
2025 Q2	$262K	Sell	5,050 -200	-4%	-$9.38K	0.19%	98
2025 Q1	$262K	Hold	5,250	–	–	0.2%	96
2024 Q4	$285K	Hold	5,250	–	–	0.21%	96
2024 Q3	$248K	Sell	5,250 -50	-0.9%	-$2.37K	0.17%	102
2024 Q2	$230K	Hold	5,300	–	–	0.18%	105
2024 Q1	$230K	Sell	5,300 -4,200	-44%	-$173K	0.18%	105
2023 Q4	$417K	Buy	+9,500	New	+$343K	0.33%	86
2023 Q1	–	Sell	-5,500	Closed	-$270K	–	103
2022 Q4	$270K	Hold	5,500	–	–	0.26%	85
2022 Q3	$280K	Hold	5,500	–	–	0.29%	83
2022 Q2	$280K	Hold	5,500	–	–	0.28%	87
2022 Q1	$361K	Hold	5,500	–	–	0.3%	84
2021 Q4	$347K	Hold	5,500	–	–	0.29%	83
2021 Q3	$340K	Sell	5,500 -100	-2%	-$5.49K	0.29%	89
2021 Q2	$296K	Sell	5,600 -100	-2%	-$5.6K	0.26%	96
2021 Q1	$313K	Hold	5,700	–	–	0.29%	89
2020 Q4	$248K	Sell	5,700 -6,800	-54%	-$251K	0.27%	92
2020 Q3	$365K	Buy	12,500 +3,600	+40%	+$116K	0.45%	70
2020 Q2	$303K	Sell	8,900 -400	-4%	-$12.7K	0.41%	72
2020 Q1	$249K	Hold	9,300	–	–	0.41%	75
2019 Q4	$483K	Buy	9,300 +400	+4%	+$19.4K	0.54%	63
2019 Q3	$396K	Hold	8,900	–	–	0.48%	72
2019 Q2	$409K	Hold	8,900	–	–	0.48%	74
2019 Q1	$404K	Sell	8,900 -1,810	-17%	-$86.3K	0.48%	71
2018 Q4	$436K	Buy	10,710 +3,600	+51%	+$168K	0.59%	62
2018 Q3	$358K	Sell	7,110 -11,500	-62%	-$607K	0.41%	78
2018 Q2	$981K	Sell	18,610 -2,700	-13%	-$149K	0.98%	38
2018 Q1	$1.12M	Sell	21,310 -1,700	-7%	-$91.5K	1.17%	35
2017 Q4	$1.17M	Sell	23,010 -375	-2%	-$18K	1.14%	37
2017 Q3	$1.1M	Sell	23,385 -5,600	-19%	-$249K	1.13%	39
2017 Q2	$1.27M	Sell	28,985 -200	-0.7%	-$8.24K	1.38%	27
2017 Q1	$1.23M	Sell	29,185 -1,600	-5%	-$69.5K	1.3%	31
2016 Q4	$1.32M	Sell	30,785 -2,000	-6%	-$73.7K	1.39%	26
2016 Q3	$1.02M	Sell	32,785 -250	-0.8%	-$7.1K	1.16%	32
2016 Q2	$830K	Sell	33,035 -6,382	-16%	-$169K	0.99%	39
2016 Q1	$954K	Sell	39,417 -500	-1%	-$11.5K	1.21%	32
2015 Q4	$1.09M	Sell	39,917 -1,000	-2%	-$28.7K	1.38%	24
2015 Q3	$1.13M	Sell	40,917 -4,275	-9%	-$127K	1.43%	25
2015 Q2	$1.43M	Sell	45,192 -3,475	-7%	-$102K	1.45%	23
2015 Q1	$1.31M	Sell	48,667 -9,775	-17%	-$256K	1.34%	25
2014 Q4	$1.67M	Sell	58,442 -466	-0.8%	-$13.1K	1.66%	21
2014 Q3	$1.71M	Buy	+58,908	New	+$1.71M	1.74%	18

Other funds holding ZION

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Sippican Capital Advisors's ZION Position: Q2 2026 in Review

Sippican Capital Advisors held its Zions Bancorporation (ZION) position steady in Q2 2026 at 5,050 shares worth $349K. The position accounts for 0.21% of the portfolio, ranked #90.

Sippican Capital Advisors first reported a position in ZION in Q3 2014 and has held it in 45 quarters since. The position peaked at $1.71M in Q3 2014. 126 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

Sippican Capital Advisors held 5,050 shares of Zions Bancorporation worth $349K as of Q2 2026.
Sippican Capital Advisors left its Zions Bancorporation share count unchanged in Q2 2026.
Zions Bancorporation made up 0.21% of Sippican Capital Advisors's portfolio in Q2 2026, its #90 holding.
Sippican Capital Advisors first reported a position in Zions Bancorporation in Q3 2014 and has held it in 45 quarters since.
Sippican Capital Advisors's Zions Bancorporation position peaked at $1.71M in Q3 2014.
126 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Sippican Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.