ZION β€” ZIONS BANCORPORATION N A

Ownership history in WJ Interests, LLC  Β·  6 quarters on record

This page tracks every 13F SEC filing in which WJ Interests, LLC 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.12% (2024 Q4)
πŸ“Š Avg. % of fund
0.1%
πŸ“… First filed
2024 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
6

Position Intelligence

WJ Interests, LLC Γ— ZION AI Analytics

πŸ“ˆ WJ Interests, LLC outperformed the S&P 500 by +6.3% annually on this ZION position. Average cost basis: $45.01. Maximum drawdown during holding period: –7.4%.

πŸ“ˆ Position Alpha vs SPY
+6.3%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 6.3% per year on this position.
5 quarters analyzed

πŸ’° Entry Quality
$45.01
+29.1% vs current ($58.12)

Best entry: $45.01 (2024 Q3)  Β·  Worst: $45.01 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–7.4%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. Bought during 0 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.11% of portfolio

⚠ 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.

% of Fund (quarterly)    ZION price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 4,439 β€” 0% 0.11% $260K $58.12
2025 Q3 UNCHANGED 4,439 β€” 0% 0.10% $251K $55.69
2025 Q2 UNCHANGED 4,439 β€” 0% 0.10% $231K $50.70
2025 Q1 UNCHANGED 4,439 β€” 0% 0.10% $221K $48.25
2024 Q4 UNCHANGED 4,439 β€” 0% 0.12% $241K $52.09
2024 Q3 INITIATED 4,439 β€” β€” 0.09% $210K $45.01

🏒 Other funds also holding ZION

As of 2025 Q4 β€” 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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