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NFP Retirement, Inc.

SEC CIK
0002040084
Latest filing
Aug 12, 2026

ZION holding history

Zions Bancorporation, National Association in every 13F filed by NFP Retirement, 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)
6,570
Value
$470.1K
% of portfolio
<0.1%
Quarters held
8
Since Q1 2024
Holdings of ZION by NFP Retirement, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,570$470.1K<0.1%+40+0.6%AddedHolders
Q1 20266,530$376.2K<0.1%−78−1.2%ReducedHolders
Q4 20256,608$386.9K<0.1%+40+0.6%AddedHolders
Q3 20256,568$371.6K<0.1%−2,524−27.8%ReducedHolders
Q2 20259,092$472.2K<0.1%+3,838+73.0%AddedHolders
Q1 20255,254$261.9K<0.1%+9+0.2%AddedHolders
Q4 20245,245$284.5K<0.1%+5,245NewHolders
Q2 20240$00.0%−4,714−100.0%Sold outHolders
Q1 20244,714$204.6K<0.1%+4,714NewHolders