Wharton Business Group, LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1513126
MALVERN, PA
Position in ZION
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$256,985
-$4,103 QoQ
Shares Held
4,460
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ZION Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Wharton Business Group, LLC holds $2,985,426 across 5 Banks - Regional names. ZION ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STBA |
S&T Bancorp Inc
|
26,262 | $1,098,539 | |
| 2 | MPB |
Mid Penn Bancorp Inc
|
27,108 | $871,793 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,656 | $552,687 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
4,460 | $256,985 | |
| 5 | FCF |
First Commonwealth Financial Corp /Pa/
|
11,685 | $205,422 |
All Filings in ZION
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||