Squire Investment Management Company, LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 2031291
Orem, UT
Position in ZION
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$356,812
New position
Shares Held
5,157
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
2.30%
of 13F equity value
Holder Rank
#371
of 600 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Squire Investment Management Company, LLC holds $5,109,755 across 2 Banks - Regional names. ZION ranks #2 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NBHC |
National Bank Holdings Corp
|
106,976 | $4,752,943 | |
| 2 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
5,157 | $356,812 |
All Filings in ZION
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,812 | 5,157 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||