Avior Wealth Management, LLC

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

CIK 1599868 OMAHA, NE

Position in ZION

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$832,078

+$81,520 QoQ

Shares Held

12,026

-7.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#277

of 599 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avior Wealth Management, LLC holds $4,135,266 across 9 Banks - Regional names. ZION ranks #2 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KEY	Keycorp /New/	41,464	$955,745
2	ZION	Zions Bancorporation, National Association /Ut/ This page	12,026	$832,078
3	USB	US Bancorp De	9,364	$565,585
4	TFC	Truist Financial Corp	9,569	$476,727
5	ASB	Associated Banc-Corp	14,873	$457,642
6	PNC	Pnc Financial Services Group, Inc.	1,326	$326,487
7			6,333	$249,013
8	LYG	Lloyds Banking Group plc	26,128	$152,326

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$832,078	12,026	-7.7%	Shares	Sole	2026-07-07
2026-03-31	$750,558	13,026	+0.2%	Shares	Sole	2026-04-09
2025-12-31	$761,312	13,005	-6.6%	Shares	Sole	2026-01-06
2025-03-31	$694,051	13,920	+16.5%	Shares	Sole	2025-04-21
2024-12-31	$648,450	11,953	-0.0%	Shares	Sole	2025-01-17
2024-09-30	$564,515	11,955	+0.2%	Shares	Sole	2024-11-08
2024-06-30	$517,360	11,929	+4.4%	Shares	Sole	2024-08-13
2024-03-31	$496,018	11,429	+1042.9%	Shares	Sole	2024-04-30
2023-12-31	$43,870	1,000	0.0%	Shares	Sole	2024-01-30
2023-09-30	$34,890	1,000	-23.1%	Shares	Sole	2023-10-17
2023-06-30	$34,918	1,300	+30.0%	Shares	Sole	2023-07-19
2023-03-31	$29,930	1,000	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.