Private Advisory Group LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1632965
REDMOND, WA
Position in ZION
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,461,178
-$429,006 QoQ
Shares Held
136,742
-20.3% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#96
of 600 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in ZION Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Private Advisory Group LLC holds $9,571,022 across 2 Banks - Regional names. ZION ranks #1 (98.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
136,742 | $9,461,178 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
11,466 | $109,844 |
All Filings in ZION
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,461,178 | 136,742 | Shares | Other | 2026-08-06 | |
| 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. | ||||||