HALBERT HARGROVE GLOBAL ADVISORS, LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1484205
LONG BEACH, CA
Position in ZION
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,322,151
+$221,091 QoQ
Shares Held
19,109
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
3.32%
of 13F equity value
Holder Rank
#231
of 596 holders
Holding Since
Sep 2021
20 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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $1,877,603 across 14 Banks - Regional names. ZION ranks #1 (70.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
19,109 | $1,322,151 | |
| 2 | USB |
US Bancorp De
|
7,604 | $459,281 | |
| 3 | LYG |
Lloyds Banking Group plc
|
10,663 | $62,165 | |
| 4 | KEY |
Keycorp /New/
|
1,098 | $25,308 | |
| 5 | NWG |
NatWest Group plc
|
131 | $2,309 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
9 | $2,215 | |
| 7 | MFG |
Mizuho Financial Group Inc
|
169 | $1,619 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
22 | $742 |
All Filings in ZION
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,322,151 | 19,109 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,101,060 | 19,109 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,118,640 | 19,109 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,085,487 | 19,185 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $992,521 | 19,109 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $952,774 | 19,109 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,036,663 | 19,109 | Shares | Sole | 2025-07-17 | |
| 2024-09-30 | $902,326 | 19,109 | Shares | Other | 2024-10-16 | |
| 2024-06-30 | $828,757 | 19,109 | Shares | Other | 2024-07-26 | |
| 2024-03-31 | $829,330 | 19,109 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $842,698 | 19,209 | Shares | Other | 2024-01-24 | |
| 2023-09-30 | $670,202 | 19,209 | Shares | Other | 2023-10-16 | |
| 2023-06-30 | $515,953 | 19,209 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $586,777 | 19,605 | Shares | Other | 2023-04-25 | |
| 2022-12-31 | $966,780 | 19,666 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $999,093 | 19,644 | Shares | Other | 2022-10-24 | |
| 2022-06-30 | $1,000,592 | 19,658 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $1,288,450 | 19,653 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $1,243,114 | 19,682 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $1,218,242 | 19,684 | Shares | Other | 2021-10-29 | |
| No filing history on record for this holder in this stock. | ||||||