Soltis Investment Advisors LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1802530
ST. GEORGE, UT
Position in ZION
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,737,637
+$297,541 QoQ
Shares Held
25,114
+0.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#209
of 599 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in ZION Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Soltis Investment Advisors LLC holds $11,094,351 across 13 Banks - Regional names. ZION ranks #2 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBCI |
Glacier Bancorp, Inc.
|
105,959 | $5,465,365 | |
| 2 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
25,114 | $1,737,637 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
4,355 | $1,072,288 | |
| 4 | USB |
US Bancorp De
|
9,966 | $601,946 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
5,362 | $375,715 | |
| 6 | KEY |
Keycorp /New/
|
12,812 | $295,316 | |
| 7 | WAL |
Western Alliance Bancorporation
|
3,579 | $294,193 | |
| 8 | TFC |
Truist Financial Corp
|
5,291 | $263,597 |
All Filings in ZION
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,737,637 | 25,114 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,440,096 | 24,993 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,485,159 | 25,370 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $2,066,641 | 36,526 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,598,453 | 30,775 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $866,118 | 17,371 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $843,479 | 15,548 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $736,065 | 15,588 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $1,455,280 | 33,555 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,455,636 | 33,540 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $1,806,654 | 41,182 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,486,767 | 42,613 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,117,725 | 41,613 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,096,036 | 36,620 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $212,076 | 4,314 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $218,901 | 4,304 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $218,615 | 4,295 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $280,990 | 4,286 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $270,324 | 4,280 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $295,648 | 4,777 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $249,076 | 4,712 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $258,476 | 4,703 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $203,820 | 4,692 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $316,423 | 10,829 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $300,934 | 8,851 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $262,943 | 9,826 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||