Apella Capital, LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1801507
WEST HARTFORD, CT
Position in ZION
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$518,717
+$88,238 QoQ
Shares Held
7,497
+0.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#325
of 587 holders
Holding Since
Mar 2022
16 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, 2026Apella Capital, LLC holds $7,668,883 across 14 Banks - Regional names. ZION ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
43,030 | $2,143,754 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,219 | $1,531,242 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
7,497 | $518,717 | |
| 4 | HOMB |
Home Bancshares Inc
|
14,534 | $414,945 | |
| 5 | GBCI |
Glacier Bancorp, Inc.
|
7,618 | $392,936 | |
| 6 | NWBI |
Northwest Bancshares, Inc.
|
24,058 | $364,719 | |
| 7 | USB |
US Bancorp De
|
5,727 | $345,910 | |
| 8 | BMRC |
Bank of Marin Bancorp
|
12,000 | $332,400 |
All Filings in ZION
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $518,717 | 7,497 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $430,479 | 7,471 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $434,893 | 7,429 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $419,088 | 7,407 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $381,707 | 7,349 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $360,238 | 7,225 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $395,048 | 7,282 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $340,692 | 7,215 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $312,437 | 7,204 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $312,653 | 7,204 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $316,039 | 7,204 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $251,522 | 7,209 | Shares | Sole | 2023-10-10 | |
| 2022-12-31 | $359,310 | 7,309 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $384,603 | 7,562 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $659,765 | 12,962 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $358,023 | 5,461 | Shares | Sole | 2022-04-11 | |
| No filing history on record for this holder in this stock. | ||||||