GRIMES & Co WEALTH MANAGEMENT, LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1321993
WESTBOROUGH, MA
Position in ZION
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$6,971,386
-$55,755 QoQ
Shares Held
120,989
+0.8% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ZION Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $37,605,712 across 9 Banks - Regional names. ZION ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
836,607 | $21,852,174 | |
| 2 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
120,989 | $6,971,386 | |
| 3 | USB |
US Bancorp De
|
81,423 | $4,234,810 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
24,988 | $1,498,530 | |
| 5 | MTB |
M&T Bank Corp
|
6,090 | $1,258,924 | |
| 6 | TRMK |
Trustmark Corp
|
19,755 | $832,475 | |
| 7 | EBC |
Eastern Bankshares, Inc.
|
21,309 | $416,804 | |
| 8 | ECBK |
ECB Bancorp, Inc. /MD/
|
20,000 | $334,600 |
All Filings in ZION
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,971,386 | 120,989 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $7,027,141 | 120,040 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,101,582 | 125,514 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $6,618,194 | 127,420 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||