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Livermore
Livermore
ZHEN

Carson Advisory Inc.

SEC CIK
0001909304
Latest filing
Aug 11, 2026

ZION holding history

Zions Bancorporation, National Association in every 13F filed by Carson Advisory Inc., 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)
6,590
Value
$456.0K
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of ZION by Carson Advisory Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,590$456.0K0.2%−448−6.4%ReducedHolders
Q1 20267,038$405.5K0.2%−27−0.4%ReducedHolders
Q4 20257,065$413.6K0.2%−198−2.7%ReducedHolders
Q3 20257,263$410.9K0.2%−47−0.6%ReducedHolders
Q2 20257,310$379.7K0.2%+30.0%AddedHolders
Q1 20257,307$364.3K0.2%+20.0%AddedHolders
Q4 20247,305$396.3K0.3%−398−5.2%ReducedHolders
Q3 20247,703$363.7K0.2%+30.0%AddedHolders
Q2 20247,700$333.9K0.2%−50−0.6%ReducedHolders
Q1 20247,750$336.4K0.2%00.0%UnchangedHolders
Q4 20237,750$340.0K0.3%−74−0.9%ReducedHolders
Q3 20237,824$273.0K0.2%00.0%UnchangedHolders
Q2 20237,824$210.2K0.2%+200+2.6%AddedHolders
Q1 20237,624$228.2K0.2%+200+2.7%AddedHolders
Q4 20227,424$365.0K0.4%00.0%UnchangedHolders
Q3 20227,424$378.0K0.4%00.0%UnchangedHolders
Q2 20227,424$378.0K0.4%00.0%UnchangedHolders
Q1 20227,424$487.0K0.5%−50−0.7%ReducedHolders
Q4 20217,474$472.0K0.5%–No prior filingHolders