Chicago Partners Investment Group LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1563525
CHICAGO, IL
Position in ZION
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,363,043
+$347,837 QoQ
Shares Held
19,700
+11.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#229
of 599 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in ZION Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $27,571,147 across 35 Banks - Regional names. ZION ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
12,085 | $2,975,568 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
27,861 | $1,952,220 | |
| 3 | USB |
US Bancorp De
|
25,829 | $1,560,071 | |
| 4 | WAL |
Western Alliance Bancorporation
|
18,558 | $1,525,467 | |
| 5 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
19,700 | $1,363,043 | |
| 6 | CBSH |
Commerce Bancshares Inc /Mo/
|
20,865 | $1,204,953 | |
| 7 | FRME |
First Merchants Corp
|
26,101 | $1,140,352 | |
| 8 | TMP |
Tompkins Financial Corp
|
11,964 | $1,130,837 |
All Filings in ZION
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,363,043 | 19,700 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,015,206 | 17,619 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $802,115 | 13,702 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $619,551 | 10,950 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $440,814 | 8,487 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $368,315 | 7,387 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $284,921 | 5,252 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $231,802 | 4,909 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $193,386 | 4,459 | Shares | Sole | 2024-07-31 | |
| 2022-12-31 | $201,408 | 4,097 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $210,102 | 4,131 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $212,354 | 4,172 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $268,271 | 4,092 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $260,345 | 4,122 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $251,335 | 4,061 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $220,796 | 4,177 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $259,411 | 4,720 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $204,993 | 4,719 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||