ZION — ZIONS BANCORPORATION N A

Ownership history in BAILARD, INC.  ·  3 quarters on record

This page tracks every 13F SEC filing in which BAILARD, INC. reported a position in ZIONS BANCORPORATION N A (ZION). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2022 Q4)
Avg. % of fund
0.01%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 8,600 +2,284 +36.2% 0.01% $487K $55.69
2023 Q3 REDUCED 6,316 -2,094 -24.9% 0.01% $220K $31.93
2022 Q4 INITIATED 8,410 — — 0.02% $413K —
% of Fund (quarterly)    ZION price (monthly, adj. close)

Other funds also holding ZION

As of 2025 Q4 — sorted by position size

Elizabeth Park Capital Advisors, Ltd. 3Y 7Y 2.86% Petiole USA ltd 3Y 1.9% FIDUCIARY MANAGEMENT INC /WI/ 3Y 7Y 1.86% VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 3Y 7Y 1.7% Siena Capital Partners GP, LLC 3Y 7Y 1.59% FJ Capital Management LLC 3Y 7Y 1.55% Calydon Capital 3Y 1.18% MALTESE CAPITAL MANAGEMENT LLC 3Y 7Y 1.09% BASSWOOD CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.96% Private Advisory Group LLC 3Y 7Y 0.77%
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