NEVILLE RODIE & SHAW INC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 71210
NEW YORK, NY
Position in ZION
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$365,323
+$61,090 QoQ
Shares Held
5,280
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#366
of 596 holders
Holding Since
Dec 2024
7 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, 2026NEVILLE RODIE & SHAW INC holds $8,858,688 across 10 Banks - Regional names. ZION ranks #8 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFR |
Cullen/Frost Bankers, Inc.
|
13,974 | $2,159,262 | |
| 2 | TFC |
Truist Financial Corp
|
32,845 | $1,636,337 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
5,602 | $1,379,324 | |
| 4 | USB |
US Bancorp \De\
|
19,777 | $1,194,530 | |
| 5 | BKU |
BankUnited, Inc.
|
13,557 | $656,836 | |
| 6 | FITB |
Fifth Third Bancorp
|
7,950 | $448,141 | |
| 7 | ONB |
Old National Bancorp /In/
|
16,403 | $424,837 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
5,280 | $365,323 |
All Filings in ZION
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,323 | 5,280 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $304,233 | 5,280 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $309,091 | 5,280 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $298,742 | 5,280 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $274,243 | 5,280 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $438,768 | 8,800 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $477,400 | 8,800 | Shares | Sole | 2025-01-06 | |
| No filing history on record for this holder in this stock. | ||||||