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Diversified Trust Co

SEC CIK
0001479844
Latest filing
Jul 17, 2026

ZION holding history

Zions Bancorporation, National Association in every 13F filed by Diversified Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ZION overviewAll 13F holders of ZIONFull Q2 2026 holdings

Shares (Q2 2026)
25,621
Value
$1.77M
% of portfolio
<0.1%
Quarters held
7
Since Q1 2022
Holdings of ZION by Diversified Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,621$1.77M<0.1%+13,008+103.1%AddedHolders
Q1 202612,613$726.8K<0.1%+6,152+95.2%AddedHolders
Q4 20256,461$378.2K<0.1%+6,461NewHolders
Q1 20250$00.0%−4,195−100.0%Sold outHolders
Q4 20244,195$227.6K<0.1%−10,595−71.6%ReducedHolders
Q3 202414,790$698.4K<0.1%+14,790NewHolders
Q1 20230$00.0%−6,409−100.0%Sold outHolders
Q4 20226,409$315.0K<0.1%+6,409NewHolders
Q2 20220$00.0%−3,481−100.0%Sold outHolders
Q1 20223,481$228.0K<0.1%+3,481NewHolders