Michels Family Financial, LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 2053733
FORT WORTH, TX
Position in ZION
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$812,636
+$143,956 QoQ
Shares Held
11,745
+1.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#279
of 596 holders
Holding Since
Dec 2024
7 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, 2026Michels Family Financial, LLC holds $1,073,381 across 2 Banks - Regional names. ZION ranks #1 (75.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
11,745 | $812,636 | |
| 2 | FFIN |
First Financial Bankshares Inc
|
7,536 | $260,745 |
All Filings in ZION
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $812,636 | 11,745 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $668,680 | 11,605 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $710,792 | 12,142 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $676,527 | 11,957 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $636,265 | 12,250 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $606,846 | 12,171 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $650,620 | 11,993 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||