Sequoia Financial Advisors, LLC

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

CIK 1599900 Akron, OH

Position in ZION

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$6,867,937

+$1,715,903 QoQ

Shares Held

99,262

+11.0% QoQ

Ownership

0.068%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#113

of 599 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $135,252,446 across 127 Banks - Regional names. ZION ranks #3 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HBAN	Huntington Bancshares Inc /Md/	638,779	$11,325,551
2	USB	US Bancorp De	162,867	$9,837,166
3	ZION	Zions Bancorporation, National Association /Ut/ This page	99,262	$6,867,937
4	PNC	Pnc Financial Services Group, Inc.	24,717	$6,085,819
5	WAL	Western Alliance Bancorporation	65,552	$5,388,374
6	CFG	Citizens Financial Group Inc/Ri	58,388	$4,091,247
7	TFC	Truist Financial Corp	73,813	$3,677,363
8	IBN	Icici Bank Ltd	107,529	$3,121,566

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,867,937	99,262	+11.0%	Shares	Sole	2026-07-17
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.