ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
BankPosition in PWP — Perella Weinberg Partners
CIK 109380
SALT LAKE CITY, UT
Position in PWP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,702
+$1,778 QoQ
Shares Held
232
+118.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#146
of 163 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ holds $7,773,066 across 27 Capital Markets names. PWP ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,010 | $4,055,593 | |
| 2 | MS |
Morgan Stanley
|
6,581 | $1,375,692 | |
| 3 | SCHW |
Schwab Charles Corp
|
11,547 | $1,065,441 | |
| 4 | SF |
Stifel Financial Corp
|
12,588 | $878,264 | |
| 5 | EVR |
Evercore Inc.
|
467 | $159,452 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
950 | $95,266 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
693 | $60,318 | |
| 8 | NMR |
Nomura Holdings Inc
|
1,068 | $9,377 |
All Filings in PWP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,702 | 232 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,924 | 106 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,487 | 86 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||