Wharton Business Group, LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1513126
MALVERN, PA
Position in ZION
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$308,587
+$51,602 QoQ
Shares Held
4,460
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#389
of 599 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZION Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Wharton Business Group, LLC holds $3,471,324 across 5 Banks - Regional names. ZION ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STBA |
S&T Bancorp Inc
|
27,033 | $1,326,779 | |
| 2 | MPB |
Mid Penn Bancorp Inc
|
27,108 | $944,442 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,656 | $653,960 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
4,460 | $308,587 | |
| 5 | FCF |
First Commonwealth Financial Corp /Pa/
|
11,685 | $237,556 |
All Filings in ZION
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,587 | 4,460 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $256,985 | 4,460 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $261,088 | 4,460 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $252,346 | 4,460 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $231,652 | 4,460 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $222,375 | 4,460 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $241,955 | 4,460 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $210,601 | 4,460 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||