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Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

ZION holding history

Zions Bancorporation, National Association in every 13F filed by Caldwell 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 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2022
Holdings of ZION by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−113−100.0%Sold outHolders
Q1 2023113$3.38K<0.1%00.0%UnchangedHolders
Q4 2022113$5.55K<0.1%00.0%UnchangedHolders
Q3 2022113$5.75K<0.1%00.0%UnchangedHolders
Q2 2022113$5.75K<0.1%+113NewHolders