Ownership history in Siena Capital Partners GP, LLC Β· 31 quarters on record
This page tracks every 13F SEC filing in which Siena Capital Partners GP, LLC reported a position in ZIONS BANCORPORATION (ZION). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Siena Capital Partners GP, LLC outperformed the S&P 500 by +19.3% annually on this ZION position. Timing score: 33% (2/6 decisions correct). Average cost basis: $30.74. Maximum drawdown during holding period: β48.1%.
π₯ Exceptional β beat the S&P 500 by 19.3% per year on this position.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 6 add/trim decisions correct
Best entry: $24.30 (2023 Q2) Β· Worst: $36.36 (2020 Q4)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
3 adds Β· 4 trims. Bought during 1 of 8 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.59% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size