Private Advisory Group LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1632965
REDMOND, WA
Position in ZION
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$9,890,184
+$16,361 QoQ
Shares Held
171,645
+1.8% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 91.47659413324011.ToString("F0")%
Shared 0.ToString("F0")%
None 8.523405866759882.ToString("F0")%
Common Shares in ZION Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Private Advisory Group LLC holds $9,981,224 across 2 Banks - Regional names. ZION ranks #1 (99.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
171,645 | $9,890,184 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
11,466 | $91,040 |
All Filings in ZION
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,890,184 | 171,645 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $9,873,823 | 168,668 | Shares | Other | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||