CAPTRUST FINANCIAL ADVISORS

Position in ZION — Zions Bancorporation, National Association /Ut/

CIK 1512024 RALEIGH, NC

Position in ZION

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$10,633,194

+$224,197 QoQ

Shares Held

184,540

+3.8% QoQ

Ownership

0.125%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 84.88620353310935.ToString("F0")% Shared 0.ToString("F0")% None 15.113796466890648.ToString("F0")%

Financial Services · as of Mar 31, 2026

CAPTRUST FINANCIAL ADVISORS holds $489,898,903 across 118 Banks - Regional names. ZION ranks #8 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OZK	Bank OZK	2,320,896	$106,505,917
2	PNC	Pnc Financial Services Group, Inc.	322,394	$67,086,967
3	UMBF	Umb Financial Corp	446,393	$50,348,666
4	TFC	Truist Financial Corp	721,661	$33,174,756
5	USB	US Bancorp De	404,649	$21,045,794
6	FSBC	Five Star Bancorp	466,980	$17,614,485
7	CFG	Citizens Financial Group Inc/Ri	186,501	$11,184,464
8	ZION	Zions Bancorporation, National Association /Ut/ This page	184,540	$10,633,194

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,633,194	184,540	+3.8%	Shares	Sole	2026-05-15
2025-12-31	$10,408,997	177,810	+8.0%	Shares	Sole	2026-02-17
2025-09-30	$9,318,669	164,699	+0.7%	Shares	Sole	2025-11-19
2025-06-30	$8,490,891	163,475	+3.6%	Shares	Sole	2025-08-15
2025-03-31	$7,867,658	157,795	+6.3%	Shares	Sole	2025-05-15
2024-12-31	$8,053,575	148,453	+0.7%	Shares	Sole	2025-02-14
2024-09-30	$6,958,811	147,370	-0.5%	Shares	Sole	2024-11-14
2024-06-30	$6,421,101	148,054	+2.2%	Shares	Sole	2024-08-15
2024-03-31	$6,287,227	144,867	-26.0%	Shares	Sole	2024-05-15
2023-12-31	$8,583,165	195,650	+16.4%	Shares	Sole	2024-02-14
2023-09-30	$5,864,625	168,089	+1.0%	Shares	Sole	2023-11-15
2023-06-30	$4,469,611	166,404	+0.9%	Shares	Sole	2023-08-15
2023-03-31	$4,937,522	164,969	+0.4%	Shares	Sole	2023-05-15
2022-12-31	$8,079,642	164,354	-0.3%	Shares	Sole	2023-02-15
2022-09-30	$8,383,202	164,829	+611.9%	Shares	Sole	2022-11-16
2022-06-30	$1,178,538	23,154	-84.2%	Shares	Sole	2022-08-23
2022-03-31	$9,615,226	146,663	+599.5%	Shares	Sole	2022-05-16
2021-12-31	$1,324,212	20,966	+2.3%	Shares	Sole	2022-02-14
2021-09-30	$1,268,745	20,500	-1.4%	Shares	Sole	2021-11-16
2021-06-30	$1,099,435	20,799	-0.8%	Shares	Sole	2021-08-16
2021-03-31	$1,152,621	20,972	+15.4%	Shares	Sole	2021-05-17
2020-12-31	$789,478	18,174	+252.2%	Shares	Sole	2021-02-16
2020-09-30	$150,775	5,160	-96.8%	Shares	Sole	2020-11-17
2020-06-30	$5,541,660	162,990	+505.9%	Shares	Sole	2020-08-14
2020-03-31	$719,817	26,899	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.