Carson Advisory Inc.
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1909304
ATHENS, GA
Position in ZION
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$455,962
+$50,433 QoQ
Shares Held
6,590
-6.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#341
of 596 holders
Holding Since
Dec 2021
19 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, 2026Carson Advisory Inc. holds $4,530,296 across 7 Banks - Regional names. ZION ranks #4 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNFP |
Pinnacle Financial Partners, Inc.
|
17,679 | $1,783,457 | |
| 2 | TFC |
Truist Financial Corp
|
18,375 | $915,442 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,049 | $504,504 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
6,590 | $455,962 | |
| 5 | NKSH |
National Bankshares Inc
|
10,000 | $363,300 | |
| 6 | RF |
Regions Financial Corp
|
8,799 | $265,729 | |
| 7 | USB |
US Bancorp De
|
4,005 | $241,902 |
All Filings in ZION
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $455,962 | 6,590 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $405,529 | 7,038 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $413,585 | 7,065 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $410,940 | 7,263 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $379,681 | 7,310 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $364,327 | 7,307 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $396,296 | 7,305 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $363,735 | 7,703 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $333,949 | 7,700 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $336,350 | 7,750 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $339,992 | 7,750 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $272,979 | 7,824 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $210,152 | 7,824 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $228,186 | 7,624 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $364,963 | 7,424 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $377,584 | 7,424 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $377,881 | 7,424 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $486,717 | 7,424 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $472,057 | 7,474 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||