Proficio Capital Partners LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1654175
NEWTON, MA
Position in ZION
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$453,886
+$234,752 QoQ
Shares Held
6,560
+55.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#346
of 599 holders
Holding Since
Jun 2025
2 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, 2026Proficio Capital Partners LLC holds $5,528,440 across 14 Banks - Regional names. ZION ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FVCB |
FVCBankcorp, Inc.
|
52,397 | $916,947 | |
| 2 | PNFP |
Pinnacle Financial Partners, Inc.
|
7,582 | $764,872 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
7,513 | $526,435 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
6,560 | $453,886 | |
| 5 | BPOP |
Popular, Inc.
|
2,738 | $449,524 | |
| 6 | FITB |
Fifth Third Bancorp
|
6,813 | $384,048 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
1,519 | $374,008 | |
| 8 | VLY |
Valley National Bancorp
|
18,838 | $275,976 |
All Filings in ZION
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,886 | 6,560 | Shares | Sole | 2026-08-17 | |
| 2025-06-30 | $219,134 | 4,219 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||