BASSWOOD CAPITAL MANAGEMENT, L.L.C. ZION Zions Bancorp Common

Ownership history in BASSWOOD CAPITAL MANAGEMENT, L.L.C.  ·  47 quarters on record

AI Ownership Summary

BASSWOOD CAPITAL MANAGEMENT, L.L.C. reported Zions Bancorp Common (ZION) in 47 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 1.16% in 2026 Q1. The latest visible filing shows ZION at 1.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ZION ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BASSWOOD CAPITAL MANAGEMENT, L.L.C.'s position in Zions Bancorp Common, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ZION was reported at 1.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.16% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BASSWOOD CAPITAL MANAGEMENT, L.L.C. held ZION — position size vs. price
% of Fund (quarterly)    ZION price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 426,090 +21,570 +5.3% 1.16% $24.6M 2026-05-15 $59.63
2025 Q4 ADDED 404,520 +294,121 +266.4% 0.96% $23.7M 2026-02-13 $60.80
2025 Q3 ADDED 110,399 +106,503 +2733.6% 0.26% $6.2M 2025-11-14 $50.27
44 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BASSWOOD CAPITAL MANAGEMENT, L.L.C. and ZION

These are the practical questions this page is built to answer before you even open the full history table.

How long has BASSWOOD CAPITAL MANAGEMENT, L.L.C. reported owning ZION?

BASSWOOD CAPITAL MANAGEMENT, L.L.C. reported ZION across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported ZION position in BASSWOOD CAPITAL MANAGEMENT, L.L.C.'s portfolio?

The largest reported portfolio weight for ZION was 1.16% in 2026 Q1.

What is the latest reported ZION position on this page?

The most recent filing on this page is 2026 Q1, when BASSWOOD CAPITAL MANAGEMENT, L.L.C. reported 426,090 shares, equal to 1.16% of portfolio, with an estimated market value of $24.6M.

What does the chart on this ZION ownership page compare?

The chart compares BASSWOOD CAPITAL MANAGEMENT, L.L.C.'s quarterly ZION portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BASSWOOD CAPITAL MANAGEMENT, L.L.C. time their ZION position?

Based on 13F filing dates vs. subsequent ZION price moves, BASSWOOD CAPITAL MANAGEMENT, L.L.C. correctly timed 23 out of 40 reported position changes (57%). The annualised alpha on ZION relative to SPY over the holding period was -12.1%.

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