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Equibles

American Capital Advisory, LLC

Position in ZION — Zions Bancorporation, National Association /Ut/

CIK 2018007 KETCHUM, ID
Back to ZION Full portfolio

Position in ZION

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$57,981
+$9,696 QoQ
Shares Held
838
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#472
of 600 holders
Holding Since
Dec 2023
11 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, 2026

American Capital Advisory, LLC holds $879,245 across 36 Banks - Regional names. ZION ranks #4 (6.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 USB
US Bancorp \De\
 4,832 $291,852
2 TFC
Truist Financial Corp
 4,777 $237,990
3 FITB
Fifth Third Bancorp
 1,060 $59,752
4 ZION
Zions Bancorporation, National Association /Ut/
This page 		838 $57,981
5 EWBC
East West Bancorp Inc
 432 $55,766
6 KEY
Keycorp /New/
 1,991 $45,892
7 MPB
Mid Penn Bancorp Inc
 852 $29,683
8 PDLB
Ponce Financial Group, Inc.
 1,400 $27,916

All Filings in ZION

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $57,981 838
2026-03-31 $48,285 838
2025-12-31 $49,056 838
2025-09-30 $47,414 838
2025-06-30 $43,525 838
2025-03-31 $41,782 838
2024-12-31 $45,461 838
2024-09-30 $39,570 838
2024-06-30 $36,344 838
2024-03-31 $43,400 1,000
2024-03-31 $14,235 328
2023-12-31 $36,763 838