MATHER GROUP, LLC.

Position in ZION — Zions Bancorporation, National Association /Ut/

CIK 1527641 CHICAGO, IL

Position in ZION

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$487,512

+$81,580 QoQ

Shares Held

7,046

+0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#335

of 599 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MATHER GROUP, LLC. holds $8,017,800 across 54 Banks - Regional names. ZION ranks #7 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	5,299	$1,304,719
2	USB	US Bancorp De	15,189	$917,415
3	TFC	Truist Financial Corp	16,167	$805,439
4	MTB	M&T Bank Corp	3,072	$731,166
5	FITB	Fifth Third Bancorp	11,497	$648,085
6	CFG	Citizens Financial Group Inc/Ri	7,629	$534,564
7	ZION	Zions Bancorporation, National Association /Ut/ This page	7,046	$487,512
8	HBAN	Huntington Bancshares Inc /Md/	23,268	$412,541

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$487,512	7,046	+0.0%	Shares	Sole	2026-07-27
2026-03-31	$405,932	7,045	-5.3%	Shares	Sole	2026-04-13
2025-12-31	$435,361	7,437	+58.0%	Shares	Sole	2026-01-13
2025-09-30	$266,378	4,708	-0.0%	Shares	Sole	2025-10-21
2025-06-30	$244,585	4,709	-8.3%	Shares	Sole	2025-07-15
2025-03-31	$255,981	5,134	-25.0%	Shares	Sole	2025-04-25
2024-12-31	$371,449	6,847	-1.2%	Shares	Sole	2025-01-27
2024-09-30	$327,376	6,933	-2.1%	Shares	Sole	2024-10-07
2024-06-30	$307,276	7,085	+1.1%	Shares	Sole	2024-07-09
2024-03-31	$304,103	7,007	-0.2%	Shares	Sole	2024-04-09
2023-12-31	$307,923	7,019	+15.3%	Shares	Sole	2024-02-05
2023-09-30	$212,445	6,089	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.