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CAPTRUST FINANCIAL ADVISORS: ZION position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on ZION, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 186,689 ZION shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 186,689 shares
    Change vs previous 13F +2,149 shares

    0.02% of the 13F portfolio, value $12,917,036.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 184,540 shares
    Change vs previous 13F +6,730 shares

    0.02% of the 13F portfolio, value $10,633,128.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 177,810 shares
    Change vs previous 13F +13,111 shares

    0.02% of the 13F portfolio, value $10,408,978.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 164,699 shares
    Change vs previous 13F +1,224 shares

    0.02% of the 13F portfolio, value $9,318,691.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 163,475 shares
    Change vs previous 13F +5,680 shares

    0.02% of the 13F portfolio, value $8,490,894.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 157,795 shares
    Change vs previous 13F +9,342 shares

    0.02% of the 13F portfolio, value $7,867,663.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 148,453 shares
    Change vs previous 13F +1,083 shares

    0.02% of the 13F portfolio, value $8,053,563.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 147,370 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,958,806.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).