ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1018561
Reston, VA
Position in ZION
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$607,834
+$105,100 QoQ
Shares Held
8,785
+0.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#308
of 596 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZION Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ACORN FINANCIAL ADVISORY SERVICES INC /ADV holds $1,012,833 across 2 Banks - Regional names. ZION ranks #1 (60.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
8,785 | $607,834 | |
| 2 | OZK |
Bank OZK
|
7,775 | $404,999 |
All Filings in ZION
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $607,834 | 8,785 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $502,734 | 8,725 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $515,327 | 8,803 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $430,234 | 7,604 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $448,294 | 8,631 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $436,474 | 8,754 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $576,786 | 10,632 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $509,456 | 10,789 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $465,360 | 10,730 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $462,340 | 10,653 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $512,577 | 11,684 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $403,467 | 11,564 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $322,320 | 12,000 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $326,266 | 10,901 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $350,510 | 7,130 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $383,586 | 7,542 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $405,673 | 7,970 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $519,104 | 7,918 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $589,914 | 9,340 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $597,114 | 9,648 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $510,204 | 9,652 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $527,286 | 9,594 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $407,554 | 9,382 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $278,700 | 9,538 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $242,352 | 7,128 | Shares | Sole | 2020-07-10 | |
| No filing history on record for this holder in this stock. | ||||||