Lynx Investment Advisory

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

CIK 2028812 WASHINGTON, DC, DC

Position in ZION

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$426,002

+$72,734 QoQ

Shares Held

6,157

+0.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#352

of 596 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 1% Shared 99% None 0%

Financial Services · as of Jun 30, 2026

Lynx Investment Advisory holds $5,803,449 across 8 Banks - Regional names. ZION ranks #8 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	26,046	$1,297,609
2	PNC	Pnc Financial Services Group, Inc.	4,537	$1,117,099
3	CFG	Citizens Financial Group Inc/Ri	11,364	$796,275
4	HBAN	Huntington Bancshares Inc /Md/	34,991	$620,389
5	RF	Regions Financial Corp	20,047	$605,418
6	UBSI	United Bankshares Inc/Wv	10,381	$475,760
7	USB	US Bancorp De	7,697	$464,897
8	ZION	Zions Bancorporation, National Association /Ut/ This page	6,157	$426,002

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$426,002	6,157	+0.4%	Shares	Sole	2026-07-27
2026-03-31	$353,268	6,131	+1.3%	Shares	Sole	2026-04-24
2025-12-31	$354,283	6,052	-0.9%	Shares	Sole	2026-02-05
2025-09-30	$345,363	6,104	-4.2%	Shares	Sole	2025-11-06
2025-06-30	$330,908	6,371	+3.5%	Shares	Sole	2025-07-18
2025-03-31	$307,037	6,158	-36.8%	Shares	Sole	2025-06-16
2024-12-31	$528,720	9,746	+0.4%	Shares	Defined	2025-02-11
2024-09-30	$458,364	9,707	+0.1%	Shares	Defined	2024-11-04
2024-06-30	$420,689	9,700	—	Shares	Defined	2024-07-09
No filing history on record for this holder in this stock.