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CX Institutional

SEC CIK
0001737089
Latest filing
Jul 1, 2026

ZION holding history

Zions Bancorporation, National Association in every 13F filed by CX Institutional, 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)
1,972
Value
$136.0K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of ZION by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,972$136.0K<0.1%+16+0.8%AddedHolders
Q1 20261,956$113.0K<0.1%+249+14.6%AddedHolders
Q4 20251,707$100.0K<0.1%−39−2.2%ReducedHolders
Q3 20251,746$99.0K<0.1%+709+68.4%AddedHolders
Q2 20251,037$54.0K<0.1%−21−2.0%ReducedHolders
Q1 20251,058$53.0K<0.1%+1,058NewHolders
Q3 20220$00.0%−1,188−100.0%Sold outHolders
Q2 20221,188$60.0K<0.1%+1,188NewHolders
Q1 20220$00.0%−23,092−100.0%Sold outHolders
Q4 202123,092$1.46M0.1%−478−2.0%ReducedHolders
Q3 202123,570$1.46M0.1%+735+3.2%AddedHolders
Q2 202122,835$1.21M0.1%+590+2.7%AddedHolders
Q1 202122,245$1.22M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.