Sendero Wealth Management, LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1639375
SAN ANTONIO, TX
Position in ZION
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,303,470
+$217,967 QoQ
Shares Held
18,839
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#232
of 596 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in ZION Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Sendero Wealth Management, LLC holds $12,063,088 across 4 Banks - Regional names. ZION ranks #2 (10.8% of the industry book) .
All Filings in ZION
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,303,470 | 18,839 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $1,085,503 | 18,839 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $1,102,835 | 18,839 | Shares | Other | 2026-01-13 | |
| 2025-09-30 | $1,065,910 | 18,839 | Shares | Other | 2025-10-08 | |
| 2025-06-30 | $851,504 | 16,394 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $688,117 | 13,801 | Shares | Other | 2025-04-10 | |
| 2024-12-31 | $640,312 | 11,803 | Shares | Other | 2025-01-14 | |
| 2024-09-30 | $557,337 | 11,803 | Shares | Other | 2024-10-09 | |
| 2024-06-30 | $511,896 | 11,803 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $512,250 | 11,803 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $517,797 | 11,803 | Shares | Other | 2024-01-17 | |
| 2023-09-30 | $371,159 | 10,638 | Shares | Other | 2023-10-10 | |
| 2023-06-30 | $242,760 | 9,038 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $229,024 | 7,652 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $226,086 | 4,599 | Shares | Other | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||