Horizon Investments, LLC

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

CIK 1560717 Charlotte, NC

Position in ZION

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$6,990,957

+$6,800,811 QoQ

Shares Held

101,040

+2961.8% QoQ

Ownership

0.069%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#111

of 587 holders

Holding Since

Sep 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Horizon Investments, LLC holds $105,137,902 across 54 Banks - Regional names. ZION ranks #4 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EWBC	East West Bancorp Inc	86,499	$11,166,155
2	USB	US Bancorp De	145,790	$8,805,716
3	PNC	Pnc Financial Services Group, Inc.	29,226	$7,196,025
4	ZION	Zions Bancorporation, National Association /Ut/ This page	101,040	$6,990,957
5	UMBF	Umb Financial Corp	48,200	$6,881,032
6	WTFC	Wintrust Financial Corp	41,809	$6,719,542
7	CBSH	Commerce Bancshares Inc /Mo/	96,147	$5,552,489
8	FITB	Fifth Third Bancorp	61,782	$3,482,651

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,990,957	101,040	+2961.8%	Shares	Sole	2026-08-13
2026-03-31	$190,146	3,300	-95.6%	Shares	Sole	2026-05-15
2025-12-31	$4,390,734	75,004	+30.3%	Shares	Sole	2026-02-02
2025-09-30	$3,255,952	57,546	-11.6%	Shares	Sole	2025-11-14
2025-06-30	$3,380,255	65,080	+1667.0%	Shares	Sole	2025-08-14
2023-12-31	$161,573	3,683	+11.2%	Shares	Sole	2024-02-14
2023-09-30	$115,520	3,311	+3.2%	Shares	Sole	2023-11-14
2023-06-30	$86,140	3,207	+5.7%	Shares	Sole	2023-08-14
2023-03-31	$90,807	3,034	-64.8%	Shares	Sole	2023-05-15
2022-03-31	$564,602	8,612	+69.6%	Shares	Sole	2022-05-16
2021-12-31	$320,789	5,079	+5.5%	Shares	Sole	2022-02-15
2021-09-30	$297,814	4,812	-19.9%	Shares	Sole	2021-11-15
2021-06-30	$317,582	6,008	-48.8%	Shares	Sole	2021-08-13
2020-09-30	$342,692	11,728	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.