KESTRA PRIVATE WEALTH SERVICES, LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1649451
AUSTIN, TX
Position in ZION
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,340,625
+$197,272 QoQ
Shares Held
19,376
-2.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#37
of 179 holders
Holding Since
Dec 2020
23 quarters on record
Common Shares in ZION Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $40,638,321 across 34 Banks - Regional names. ZION ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
26,595 | $6,548,220 | |
| 2 | TFC |
Truist Financial Corp
|
100,905 | $5,027,087 | |
| 3 | RF |
Regions Financial Corp
|
165,460 | $4,996,892 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
141,420 | $2,507,376 | |
| 5 | HDB |
Hdfc Bank Ltd
|
72,892 | $1,882,800 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
32,155 | $1,473,663 | |
| 7 | RNST |
Renasant Corp
|
33,302 | $1,416,667 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
19,376 | $1,340,625 |
All Filings in ZION
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,340,625 | 19,376 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,143,353 | 19,843 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,131,168 | 19,323 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,092,503 | 19,309 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,007,428 | 19,396 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $963,245 | 19,319 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,018,760 | 18,779 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $879,472 | 18,625 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $951,971 | 21,950 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,034,742 | 23,842 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $977,774 | 22,288 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $767,649 | 22,002 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $527,825 | 19,651 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $395,405 | 13,211 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $376,811 | 7,665 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $430,224 | 8,459 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $386,127 | 7,586 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $497,403 | 7,587 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $473,384 | 7,495 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $459,409 | 7,423 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $392,221 | 7,420 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $407,638 | 7,417 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $353,254 | 8,132 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||