TCI Wealth Advisors, Inc.

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

CIK 1583751 Tucson, AZ

Position in ZION

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$806,340

+$133,685 QoQ

Shares Held

11,654

-0.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#281

of 596 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TCI Wealth Advisors, Inc. holds $1,377,616 across 3 Banks - Regional names. ZION ranks #1 (58.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ZION	Zions Bancorporation, National Association /Ut/ This page	11,654	$806,340
2	USB	US Bancorp De	5,431	$328,032
3	WBS	Webster Financial Corp	3,183	$243,244

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$806,340	11,654	-0.2%	Shares	Sole	2026-07-29
2026-03-31	$672,655	11,674	-7.9%	Shares	Sole	2026-04-27
2025-12-31	$741,818	12,672	-0.4%	Shares	Sole	2026-02-02
2025-09-30	$719,754	12,721	+0.1%	Shares	Sole	2025-10-14
2025-06-30	$659,949	12,706	+9.0%	Shares	Sole	2025-07-16
2025-03-31	$581,317	11,659	-21.6%	Shares	Sole	2025-04-21
2024-12-31	$806,697	14,870	-0.1%	Shares	Sole	2025-01-23
2024-09-30	$702,586	14,879	0.0%	Shares	Sole	2024-10-24
2024-06-30	$645,302	14,879	0.0%	Shares	Sole	2024-07-30
2024-03-31	$645,748	14,879	-0.2%	Shares	Sole	2024-05-07
2023-12-31	$654,013	14,908	-0.0%	Shares	Sole	2024-02-06
2023-09-30	$520,175	14,909	+15.9%	Shares	Sole	2023-10-31
2023-06-30	$345,527	12,864	+3.5%	Shares	Sole	2023-08-04
2023-03-31	$372,089	12,432	-2.7%	Shares	Sole	2023-05-03
2022-12-31	$628,264	12,780	-0.0%	Shares	Sole	2023-02-07
2022-09-30	$650,041	12,781	-0.0%	Shares	Sole	2022-11-08
2022-06-30	$650,807	12,786	-0.3%	Shares	Sole	2022-07-19
2022-03-31	$840,872	12,826	0.0%	Shares	Sole	2022-04-29
2021-12-31	$810,090	12,826	-16.3%	Shares	Sole	2022-01-24
2021-09-30	$947,845	15,315	+2.2%	Shares	Sole	2021-10-29
2021-06-30	$791,948	14,982	-0.1%	Shares	Sole	2021-08-02
2021-03-31	$824,180	14,996	-4.1%	Shares	Sole	2021-04-29
2020-12-31	$679,227	15,636	-66.4%	Shares	Sole	2021-01-21
2020-09-30	$1,360,746	46,569	+0.3%	Shares	Sole	2020-10-20
2020-06-30	$1,578,144	46,416	+0.0%	Shares	Sole	2020-07-20
2020-03-31	$1,242,011	46,413	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.