ALBION FINANCIAL GROUP /UT
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1054677
SALT LAKE CITY, UT
Position in ZION
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$27,330
+$4,571 QoQ
Shares Held
395
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#494
of 596 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZION Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ALBION FINANCIAL GROUP /UT holds $249,057 across 14 Banks - Regional names. ZION ranks #5 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGC |
Peapack Gladstone Financial Corp
|
1,082 | $51,211 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
138 | $33,978 | |
| 3 | KB |
KB Financial Group Inc.
|
322 | $33,797 | |
| 4 | KEY |
Keycorp /New/
|
1,400 | $32,270 | |
| 5 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
395 | $27,330 | |
| 6 | USB |
US Bancorp \De\
|
361 | $21,804 | |
| 7 | FITB |
Fifth Third Bancorp
|
309 | $17,418 | |
| 8 | CFR |
Cullen/Frost Bankers, Inc.
|
64 | $9,889 |
All Filings in ZION
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,330 | 395 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $22,759 | 395 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $23,123 | 395 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $22,349 | 395 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $20,516 | 395 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $19,694 | 395 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $21,428 | 395 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $52,178 | 1,105 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $47,923 | 1,105 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $47,957 | 1,105 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $48,476 | 1,105 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $38,553 | 1,105 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $29,680 | 1,105 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $14,366 | 480 | Shares | Sole | 2023-04-18 | |
| No filing history on record for this holder in this stock. | ||||||