American Capital Advisory, LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 2018007
KETCHUM, ID
Position in ZION
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$48,285
-$771 QoQ
Shares Held
838
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026American Capital Advisory, LLC holds $768,686 across 34 Banks - Regional names. ZION ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
4,822 | $250,792 | |
| 2 | TFC |
Truist Financial Corp
|
4,526 | $208,060 | |
| 3 | FITB |
Fifth Third Bancorp
|
1,044 | $48,504 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
838 | $48,285 | |
| 5 | PDLB |
Ponce Financial Group, Inc.
|
2,800 | $46,788 | |
| 6 | EWBC |
East West Bancorp Inc
|
432 | $46,120 | |
| 7 | KEY |
Keycorp /New/
|
1,965 | $39,398 | |
| 8 | MPB |
Mid Penn Bancorp Inc
|
852 | $27,400 |
All Filings in ZION
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,285 | 838 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $49,056 | 838 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $47,414 | 838 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $43,525 | 838 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $41,782 | 838 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $45,461 | 838 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $39,570 | 838 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $36,344 | 838 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $43,400 | 1,000 | Principal | Sole | 2024-04-29 | |
| 2024-03-31 | $14,235 | 328 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $36,763 | 838 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||