Shepherd Financial Partners LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1696628
WINCHESTER, MA
Position in ZION
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$255,518
+$42,843 QoQ
Shares Held
3,693
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#412
of 599 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZION Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Shepherd Financial Partners LLC holds $2,423,707 across 5 Banks - Regional names. ZION ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
16,166 | $976,426 | |
| 2 | TFC |
Truist Financial Corp
|
11,824 | $589,071 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,211 | $544,392 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
3,693 | $255,518 | |
| 5 | LYG |
Lloyds Banking Group plc
|
10,000 | $58,300 |
All Filings in ZION
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,518 | 3,693 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $212,675 | 3,691 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $232,462 | 3,971 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $224,509 | 3,968 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $205,994 | 3,966 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $214,830 | 3,960 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||