ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION) — Institutional Holders, Q2 2026 (page 6)
603 institutional investment managers reported a ZION position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $8.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ZION 13F holders ranked 501–600 of 603
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | SJS Investment Consulting#501 · 333 sh | 333 | $23.0K | — | +1.5% |
| 502 | Eurizon Capital SGR S.p.A.#502 · 323 sh | 323 | $22.5K | <0.01% | 0.0% |
| 503 | Clearstead#503 · 321 sh | 321 | $22.2K | <0.01% | 0.0% |
| 504 | MV CAPITAL MANAGEMENT#504 · 311 sh | 311 | $21.5K | <0.01% | 0.0% |
| 505 | Triumph Capital Management#505 · 300 sh | 300 | $20.8K | — | 0.0% |
| 506 | DANSKE BANK A/S#506 · 300 sh | 300 | $20.8K | 0.00% | 0.0% |
| 507 | Buck Wealth Strategies#507 · 297 sh | 297 | $20.5K | <0.01% | New |
| 508 | Noble Wealth Management PBC#508 · 285 sh | 285 | $19.7K | — | 0.0% |
| 509 | Accordant Advisory Group#509 · 271 sh | 271 | $18.8K | 0.01% | 0.0% |
| 510 | Rossby Financial, LCC#510 · 268 sh | 268 | $18.5K | <0.01% | +79.9% |
| 511 | Basecamp Wealth Advisors#511 · 265 sh | 265 | $18.3K | <0.01% | 0.0% |
| 512 | ACTION POINT FINANCIAL PLANNING#512 · 246 sh | 246 | $16.8K | <0.01% | New |
| 513 | MPWM ADVISORY SOLUTIONS#513 · 238 sh | 238 | $16.5K | <0.01% | +0.8% |
| 514 | Cedar Mountain Advisors#514 · 221 sh | 221 | $15.3K | — | 0.0% |
| 515 | CREATIVE FINANCIAL DESIGNS#515 · 208 sh | 208 | $14.4K | <0.01% | 0.0% |
| 516 | JFS WEALTH ADVISORS#516 · 183 sh | 183 | $12.7K | <0.01% | +3.4% |
| 517 | Valued Wealth Advisors#517 · 176 sh | 176 | $12.2K | <0.01% | +1.1% |
| 518 | Allied Private Wealth#518 · 175 sh | 175 | $12.1K | <0.01% | — |
| 519 | JPL Wealth Management#519 · 171 sh | 171 | $11.8K | <0.01% | -5.5% |
| 520 | Torren Management#520 · 171 sh | 171 | $11.8K | <0.01% | 0.0% |
| 521 | BLUELINE ADVISORS#521 · 165 sh | 165 | $11.4K | — | New |
| 522 | ROGCO#522 · 160 sh | 160 | $11.1K | <0.01% | 0.0% |
| 523 | Bruce G. Allen Investments#523 · 150 sh | 150 | $10.4K | <0.01% | 0.0% |
| 524 | THURSTON, SPRINGER, MILLER, HERD & TITAK#524 · 150 sh | 150 | $10.4K | — | 0.0% |
| 525 | Rosenberg Matthew Hamilton#525 · 144 sh | 144 | $10.0K | — | 0.0% |
| 526 | HIGHLINE WEALTH PARTNERS#526 · 137 sh | 137 | $9.5K | — | +67.1% |
| 527 | Manchester Capital Management#527 · 136 sh | 136 | $9.4K | — | 0.0% |
| 528 | HUNTINGTON NATIONAL BANK#528 · 133 sh | 133 | $9.2K | 0.00% | +47.8% |
| 529 | Bell Investment Advisors#529 · 130 sh | 130 | $9.0K | <0.01% | +6.6% |
| 530 | FARMERS & MERCHANTS INVESTMENTS#530 · 126 sh | 126 | $8.7K | — | +5.0% |
| 531 | Private Wealth Management Group#531 · 120 sh | 120 | $8.3K | — | 0.0% |
| 532 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#532 · 120 sh | 120 | $8.3K | — | 0.0% |
| 533 | SBI Securities , Ltd.#533 · 113 sh | 113 | $7.8K | — | +0.9% |
| 534 | MCF Advisors#534 · 106 sh | 106 | $7.3K | <0.01% | +1.0% |
| 535 | HOLLENCREST SECURITIES#535 · 100 sh | 100 | $6.9K | <0.01% | 0.0% |
| 536 | MARK SHEPTOFF FINANCIAL PLANNING#536 · 100 sh | 100 | $6.9K | <0.01% | 0.0% |
| 537 | SouthState Bank#537 · 95 sh | 95 | $6.6K | <0.01% | 0.0% |
| 538 | Atlantic Edge Private Wealth Management#538 · 92 sh | 92 | $6.4K | — | 0.0% |
| 539 | Prestige Wealth Management Group#539 · 91 sh | 91 | $6.3K | <0.01% | +4.6% |
| 540 | Grove Bank#540 · 86 sh | 86 | $6.0K | — | 0.0% |
| 541 | James T. Borello RIA#541 · 77 sh | 77 | $5.3K | — | 0.0% |
| 542 | Leonteq Securities AG#542 · 76 sh | 76 | $5.3K | <0.01% | -66.8% |
| 543 | Ares Financial Consulting#543 · 70 sh | 70 | $4.8K | — | 0.0% |
| 544 | Continuum Advisory#544 · 62 sh | 62 | $4.3K | <0.01% | New |
| 545 | BROWN BROTHERS HARRIMAN#545 · 60 sh | 60 | $4.2K | 0.00% | 0.0% |
| 546 | Kilter Group#546 · 58 sh | 58 | $4.0K | <0.01% | +65.7% |
| 547 | Johnson Financial Group#547 · 57 sh | 57 | $3.9K | <0.01% | 0.0% |
| 548 | FINANCIAL CONSULATE#548 · 54 sh | 54 | $3.7K | — | 0.0% |
| 549 | Rialto Wealth Management#549 · 52 sh | 52 | $3.6K | <0.01% | +92.6% |
| 550 | Creative Capital Management Investments#550 · 51 sh | 51 | $3.5K | <0.01% | New |
| 551 | SHP Wealth Management#551 · 45 sh | 45 | $3.1K | <0.01% | -43.8% |
| 552 | Avion Wealth#552 · 53 sh | 53 | $3.0K | <0.01% | 0.0% |
| 553 | LifeSteps Financial#553 · 43 sh | 43 | $3.0K | — | New |
| 554 | WHITTIER OF NEVADA#554 · 40 sh | 40 | $2.8K | <0.01% | 0.0% |
| 555 | Mosley Wealth Management#555 · 40 sh | 40 | $2.8K | — | 0.0% |
| 556 | CALDWELL SUTTER CAPITAL#556 · 39 sh | 39 | $2.7K | <0.01% | 0.0% |
| 557 | TORONTO DOMINION BANK#557 · 38 sh | 38 | $2.6K | 0.00% | New |
| 558 | Oakworth Capital#558 · 35 sh | 35 | $2.4K | — | 0.0% |
| 559 | Burk#559 · 35 sh | 35 | $2.4K | <0.01% | 0.0% |
| 560 | Raleigh Capital Management#560 · 31 sh | 31 | $2.2K | <0.01% | -20.5% |
| 561 | Capital Advisors, Ltd.#561 · 29 sh | 29 | $2.0K | <0.01% | 0.0% |
| 562 | Bay Harbor Wealth Management#562 · 26 sh | 26 | $1.8K | <0.01% | +4.0% |
| 563 | Mowery & Schoenfeld Wealth Management#563 · 25 sh | 25 | $1.7K | <0.01% | 0.0% |
| 564 | Cornerstone Financial Management#564 · 25 sh | 25 | $1.7K | <0.01% | +47.1% |
| 565 | FIRST HORIZON NATIONAL#565 · 25 sh | 25 | $1.7K | — | 0.0% |
| 566 | HFM Investment Advisors#566 · 22 sh | 22 | $1.5K | <0.01% | +100.0% |
| 567 | Spire Wealth Management#567 · 22 sh | 22 | $1.5K | 0.00% | 0.0% |
| 568 | Cornerstone Planning Group#568 · 21 sh | 21 | $1.5K | — | -4.5% |
| 569 | Stone House Investment Management#569 · 20 sh | 20 | $1.4K | — | 0.0% |
| 570 | Dunhill Financial#570 · 19 sh | 19 | $1.4K | <0.01% | -9.5% |
| 571 | Planning Strategies#571 · 19 sh | 19 | $1.3K | — | — |
| 572 | Transamerica Financial Advisors#572 · 16 sh | 16 | $1.2K | <0.01% | +128.6% |
| 573 | Hughes Financial Services#573 · 15 sh | 15 | $1.0K | <0.01% | +25.0% |
| 574 | OGOREK ANTHONY JOSEPH /NY#574 · 22 sh | 22 | $1.0K | <0.01% | 0.0% |
| 575 | Silver Grove Financial Group#575 · 11 sh | 11 | $762.00 | <0.01% | New |
| 576 | LRI Investments#576 · 11 sh | 11 | $761.00 | <0.01% | New |
| 577 | North Star Investment Management#577 · 10 sh | 10 | $692.00 | 0.00% | 0.0% |
| 578 | GHP Investment Advisors#578 · 9 sh | 9 | $623.00 | — | 0.0% |
| 579 | MARSHALL INVESTMENT MANAGEMENT#579 · 9 sh | 9 | $623.00 | <0.01% | New |
| 580 | NBT BANK N A#580 · 8 sh | 8 | $554.00 | — | 0.0% |
| 581 | Activest Wealth Management#581 · 6 sh | 6 | $415.00 | — | 0.0% |
| 582 | Principia Wealth Advisory#582 · 6 sh | 6 | $415.00 | <0.01% | 0.0% |
| 583 | DecisionPoint Financial#583 · 5 sh | 5 | $354.00 | <0.01% | New |
| 584 | Financial Management Professionals#584 · 5 sh | 5 | $346.00 | — | 0.0% |
| 585 | Westfuller Advisors#585 · 5 sh | 5 | $346.00 | <0.01% | New |
| 586 | VALLEY NATIONAL ADVISERS#586 · 5 sh | 5 | $346.00 | — | New |
| 587 | TOUNJIAN ADVISORY PARTNERS#587 · 4 sh | 4 | $298.00 | <0.01% | New |
| 588 | Your Advocates Ltd., LLP#588 · 4 sh | 4 | $286.00 | <0.01% | 0.0% |
| 589 | RAFFA WEALTH MANAGEMENT#589 · 4 sh | 4 | $277.00 | 0.00% | 0.0% |
| 590 | AdvisorNet Financial#590 · 3 sh | 3 | $208.00 | — | 0.0% |
| 591 | Beaird Harris Wealth Management#591 · 3 sh | 3 | $208.00 | 0.00% | 0.0% |
| 592 | Cassaday & Wealth Management#592 · 3 sh | 3 | $208.00 | 0.00% | -98.4% |
| 593 | Silicon Valley Capital Partners#593 · 2 sh | 2 | $140.00 | 0.00% | 0.0% |
| 594 | MARYLAND CAPITAL ADVISORS#594 · 2 sh | 2 | $139.00 | — | — |
| 595 | BARTLETT & WEALTH MANAGEMENT#595 · 2 sh | 2 | $138.00 | 0.00% | 0.0% |
| 596 | NATIONAL BANK OF CANADA#596 · 2 sh | 2 | $138.00 | 0.00% | 0.0% |
| 597 | BOKF, NA#597 · 2 sh | 2 | $138.00 | 0.00% | New |
| 598 | TFC Financial Management#598 · 1 sh | 1 | $70.00 | — | 0.0% |
| 599 | ROSS\JOHNSON & Associates#599 · 1 sh | 1 | $69.00 | <0.01% | New |
| 600 | Evolution Advisers#600 · 2 sh | 2 | $0.00 | 0.00% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.