Advisory Services Network, LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1573876
Atlanta, GA
Position in ZION
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,324,337
+$131,703 QoQ
Shares Held
22,984
+12.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 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, 2026Advisory Services Network, LLC holds $34,868,694 across 153 Banks - Regional names. ZION ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
161,391 | $7,419,137 | |
| 2 | USB |
US Bancorp De
|
56,219 | $2,923,943 | |
| 3 | NU |
Nu Holdings Ltd.
|
156,861 | $2,254,091 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
10,188 | $2,120,014 | |
| 5 | FITB |
Fifth Third Bancorp
|
43,950 | $2,041,913 | |
| 6 | KEY |
Keycorp /New/
|
71,076 | $1,425,070 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
22,984 | $1,324,337 | |
| 8 | MTB |
M&T Bank Corp
|
6,390 | $1,320,936 |
All Filings in ZION
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,324,337 | 22,984 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,192,634 | 20,373 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,184,105 | 20,928 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $1,020,100 | 19,640 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $928,192 | 18,616 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $930,169 | 17,146 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $704,002 | 14,909 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $646,602 | 14,909 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $249,288 | 5,744 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $247,205 | 5,635 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $215,548 | 6,178 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $200,777 | 7,475 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,516 | 318 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,425 | 29 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $199,564 | 3,044 | Shares | Sole | 2022-05-23 | |
| 2021-06-30 | $100,909 | 1,909 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $13,703 | 469 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $11,346 | 424 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||