Accordant Advisory Group Inc
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 2013499
ANNAPOLIS, MD
Position in ZION
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$18,750
+$3,135 QoQ
Shares Held
271
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#507
of 596 holders
Holding Since
Mar 2026
2 quarters on record
Common Shares in ZION Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Accordant Advisory Group Inc holds $1,024,651 across 5 Banks - Regional names. ZION ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AUB |
Atlantic Union Bankshares Corp
|
12,606 | $533,359 | |
| 2 | UBSI |
United Bankshares Inc/Wv
|
6,500 | $297,895 | |
| 3 | TFC |
Truist Financial Corp
|
3,295 | $164,156 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
271 | $18,750 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
104 | $10,491 |
All Filings in ZION
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,750 | 271 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $15,615 | 271 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||