Caprock Group, LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1610769
BOISE, ID
Position in ZION
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,672,325
+$485,935 QoQ
Shares Held
38,623
+1.8% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#175
of 599 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZION Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Caprock Group, LLC holds $57,214,485 across 44 Banks - Regional names. ZION ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
94,877 | $5,730,570 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
19,681 | $4,845,855 | |
| 3 | MTB |
M&T Bank Corp
|
16,608 | $3,952,870 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
38,623 | $2,672,325 | |
| 5 | TFC |
Truist Financial Corp
|
51,036 | $2,542,613 | |
| 6 | NWG |
NatWest Group plc
|
140,159 | $2,471,003 | |
| 7 | KB |
KB Financial Group Inc.
|
21,878 | $2,296,314 | |
| 8 | LYG |
Lloyds Banking Group plc
|
391,673 | $2,283,453 |
All Filings in ZION
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,672,325 | 38,623 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,186,390 | 37,945 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,491,696 | 42,564 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,779,950 | 31,459 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $879,081 | 17,631 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $409,967 | 7,557 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $348,908 | 7,389 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $268,286 | 6,186 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $305,666 | 7,043 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $260,851 | 5,946 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $243,636 | 6,983 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $304,082 | 11,321 | Shares | Sole | 2023-08-10 | |
| 2022-09-30 | $412,983 | 8,120 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $410,813 | 8,071 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $509,138 | 7,766 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $490,500 | 7,766 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $480,637 | 7,766 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $410,510 | 7,766 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||