DIVERSIFIED MANAGEMENT INC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 922372
MILWAUKEE, WI
Position in ZION
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$458,176
-$1,737,606 QoQ
Shares Held
6,622
-82.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#71
of 179 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in ZION Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DIVERSIFIED MANAGEMENT INC holds $759,178 across 2 Banks - Regional names. ZION ranks #1 (60.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
6,622 | $458,176 | |
| 2 | BFC |
Bank First Corp
|
2,029 | $301,002 |
All Filings in ZION
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,176 | 6,622 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $2,195,782 | 38,108 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $387,651 | 6,622 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||