ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
BankPosition in SCHW — Schwab Charles Corp
CIK 109380
SALT LAKE CITY, UT
Position in SCHW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,065,441
+$281,742 QoQ
Shares Held
11,547
+38.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,180
of 2,304 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ holds $7,773,066 across 27 Capital Markets names. SCHW ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,010 | $4,055,593 | |
| 2 | MS |
Morgan Stanley
|
6,581 | $1,375,692 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
11,547 | $1,065,441 | |
| 4 | SF |
Stifel Financial Corp
|
12,588 | $878,264 | |
| 5 | EVR |
Evercore Inc.
|
467 | $159,452 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
950 | $95,266 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
693 | $60,318 | |
| 8 | NMR |
Nomura Holdings Inc
|
1,068 | $9,377 |
All Filings in SCHW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,065,441 | 11,547 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $783,699 | 8,339 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,182,035 | 11,831 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $539,596 | 5,652 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $260,581 | 2,856 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $188,811 | 2,412 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||