Sequoia Financial Advisors, LLC

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

CIK 1599900 Akron, OH

Position in ZION

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$5,152,034

-$247,754 QoQ

Shares Held

89,414

-3.1% QoQ

Ownership

0.061%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Sequoia Financial Advisors, LLC holds $95,468,125 across 76 Banks - Regional names. ZION ranks #3 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HBAN	Huntington Bancshares Inc /Md/	565,859	$8,855,693
2	USB	US Bancorp De	164,385	$8,549,663
3	ZION	Zions Bancorporation, National Association /Ut/ This page	89,414	$5,152,034
4	WAL	Western Alliance Bancorporation	61,657	$4,368,398
5	PNC	Pnc Financial Services Group, Inc.	20,972	$4,364,063
6	TFC	Truist Financial Corp	69,896	$3,213,119
7	CFG	Citizens Financial Group Inc/Ri	49,442	$2,965,036
8	NU	Nu Holdings Ltd.	196,677	$2,826,248

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,152,034	89,414	-3.1%	Shares	Sole	2026-04-30
2025-12-31	$5,399,788	92,241	+18.5%	Shares	Sole	2026-02-03
2025-09-30	$4,404,187	77,840	+5.1%	Shares	Sole	2025-10-29
2025-06-30	$3,847,922	74,084	+6.2%	Shares	Sole	2025-07-25
2025-03-31	$3,478,732	69,770	+4.0%	Shares	Sole	2025-04-23
2024-12-31	$3,641,151	67,118	+143.5%	Shares	Sole	2025-08-08
2024-09-30	$1,301,808	27,569	+1.9%	Shares	Sole	2024-10-21
2024-06-30	$1,173,722	27,063	+1.2%	Shares	Sole	2024-07-15
2024-03-31	$1,160,342	26,736	-12.2%	Shares	Sole	2024-04-30
2023-12-31	$1,336,104	30,456	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.