Global Financial Private Client, LLC

SEC CIK: 0002023568
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

ZION holding history

Zions Bancorporation, National Association in every 13F filed by Global Financial Private Client, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ZION overview All 13F holders of ZION Full Q2 2026 holdings

Shares (Q2 2026): 30,268
Value: $2.09M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of ZION by Global Financial Private Client, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	30,268	$2.09M	0.6%	+597+2.0%	Added	Holders
Q1 2026	29,671	$1.71M	0.6%	+1,304+4.6%	Added	Holders
Q4 2025	28,367	$1.66M	0.6%	−5,523−16.3%	Reduced	Holders
Q3 2025	33,890	$1.92M	0.7%	−716−2.1%	Reduced	Holders
Q2 2025	34,606	$1.80M	0.7%	+561+1.6%	Added	Holders
Q1 2025	34,045	$1.70M	0.6%	+544+1.6%	Added	Holders
Q4 2024	33,501	$1.82M	0.7%	+429+1.3%	Added	Holders
Q3 2024	33,072	$1.56M	0.6%	−215−0.6%	Reduced	Holders
Q2 2024	33,287	$1.44M	0.6%	−685−2.0%	Reduced	Holders
Q1 2024	33,972	$1.46M	0.6%	−112−0.3%	Reduced	Holders
Q4 2023	34,084	$1.50M	0.7%	+11,080+48.2%	Added	Holders
Q3 2023	23,004	$770.4K	0.4%	−19,476−45.8%	Reduced	Holders
Q2 2023	42,480	$1.20M	0.6%	+13,626+47.2%	Added	Holders
Q1 2023	28,854	$840.2K	0.4%	+13,969+93.8%	Added	Holders
Q4 2022	14,885	$731.8K	0.4%	−4,882−24.7%	Reduced	Holders
Q3 2022	19,767	$1.03M	0.6%	+550+2.9%	Added	Holders
Q2 2022	19,217	$987.4K	0.6%	+557+3.0%	Added	Holders
Q1 2022	18,660	$1.20M	0.6%	+1,656+9.7%	Added	Holders
Q4 2021	17,004	$1.07M	0.5%	+567+3.4%	Added	Holders
Q3 2021	16,437	$1.05M	0.5%	+843+5.4%	Added	Holders
Q2 2021	15,594	$839.3K	0.5%	+5,063+48.1%	Added	Holders
Q1 2021	10,531	$583.5K	0.4%	–	–	Holders

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