Vest Financial, LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1709632
MCLEAN, VA
Position in ZION
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,743,332
+$3,269,490 QoQ
Shares Held
126,367
+33.0% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#4
of 127 holders
Holding Since
Dec 2023
9 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, 2026Vest Financial, LLC holds $347,672,809 across 30 Banks - Regional names. ZION ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
1,991,634 | $60,147,346 | |
| 2 | USB |
US Bancorp De
|
944,501 | $57,047,859 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
223,072 | $54,924,787 | |
| 4 | EWBC |
East West Bancorp Inc
|
344,101 | $44,419,997 | |
| 5 | FBP |
First Bancorp /Pr/
|
335,699 | $8,751,672 | |
| 6 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
126,367 | $8,743,332 | |
| 7 | UMBF |
Umb Financial Corp
|
60,863 | $8,688,801 | |
| 8 | OFG |
Ofg Bancorp
|
171,922 | $8,436,212 |
All Filings in ZION
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,743,332 | 126,367 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $5,473,842 | 94,999 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $3,302,826 | 56,420 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $1,393,112 | 24,622 | Shares | Defined | 2025-10-30 | |
| 2024-12-31 | $2,477,217 | 45,663 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $1,479,544 | 31,333 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $1,167,607 | 26,922 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $904,542 | 20,842 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $239,661 | 5,463 | Shares | Defined | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||