Global Financial Private Client, LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 2023568
Sarasota, FL
Position in ZION
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,094,242
+$384,600 QoQ
Shares Held
30,268
+2.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#195
of 599 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZION Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Global Financial Private Client, LLC holds $3,331,180 across 3 Banks - Regional names. ZION ranks #1 (62.9% of the industry book) .
All Filings in ZION
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,094,242 | 30,268 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,709,642 | 29,671 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,660,604 | 28,367 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,917,496 | 33,890 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $1,797,434 | 34,606 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,697,483 | 34,045 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,817,429 | 33,501 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,561,659 | 33,072 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,443,657 | 33,287 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,474,384 | 33,972 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,495,265 | 34,084 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $802,609 | 23,004 | Shares | Sole | 2024-05-16 | |
| 2023-06-30 | $1,141,012 | 42,480 | Shares | Sole | 2024-05-16 | |
| 2023-03-31 | $863,600 | 28,854 | Shares | Sole | 2024-05-16 | |
| 2022-12-31 | $731,746 | 14,885 | Shares | Sole | 2024-05-16 | |
| 2022-09-30 | $1,005,349 | 19,767 | Shares | Sole | 2024-05-16 | |
| 2022-06-30 | $978,145 | 19,217 | Shares | Sole | 2024-05-16 | |
| 2022-03-31 | $1,223,349 | 18,660 | Shares | Sole | 2024-05-16 | |
| 2021-12-31 | $1,073,972 | 17,004 | Shares | Sole | 2024-05-16 | |
| 2021-09-30 | $1,017,285 | 16,437 | Shares | Sole | 2024-05-16 | |
| 2021-06-30 | $824,298 | 15,594 | Shares | Sole | 2024-05-16 | |
| 2021-03-31 | $578,783 | 10,531 | Shares | Sole | 2024-05-16 | |
| 2020-12-31 | $400,951 | 9,230 | Shares | Sole | 2024-05-16 | |
| 2020-09-30 | $282,645 | 9,673 | Shares | Sole | 2024-05-16 | |
| 2020-06-30 | $332,724 | 9,786 | Shares | Sole | 2024-05-16 | |
| 2020-03-31 | $26,760 | 1,000 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||