CERTUITY, LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1800752
NORTH PALM BEACH, FL
Position in ZION
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$668,237
+$211,541 QoQ
Shares Held
9,658
+21.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#301
of 599 holders
Holding Since
Sep 2025
4 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, 2026CERTUITY, LLC holds $67,343,818 across 16 Banks - Regional names. ZION ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FLG |
Flagstar Bank, National Association
|
2,124,280 | $31,736,743 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
102,285 | $25,184,612 | |
| 3 | RF |
Regions Financial Corp
|
106,246 | $3,208,629 | |
| 4 | FBK |
FB Financial Corp
|
35,723 | $1,977,268 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
10,603 | $742,952 | |
| 6 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
9,658 | $668,237 | |
| 7 | MTB |
M&T Bank Corp
|
2,297 | $546,708 | |
| 8 | USB |
US Bancorp De
|
8,817 | $532,546 |
All Filings in ZION
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $668,237 | 9,658 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $456,696 | 7,926 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $312,018 | 5,330 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $233,392 | 4,125 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||