FORTEM FINANCIAL GROUP, LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1766509
PALM DESERT, CA
Position in ZION
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$207,570
+$142,410 QoQ
Shares Held
3,000
+100.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#440
of 599 holders
Holding Since
Dec 2020
2 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, 2026FORTEM FINANCIAL GROUP, LLC holds $2,233,797 across 4 Banks - Regional names. ZION ranks #4 (9.3% of the industry book) .
All Filings in ZION
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,570 | 3,000 | Shares | Sole | 2026-07-20 | |
| 2020-12-31 | $65,160 | 1,500 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||