BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1654599
MORRISTOWN, NJ
Position in ZION
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$892,205
+$232,629 QoQ
Shares Held
12,895
+12.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3
of 31 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 96.61108956960062.ToString("F0")%
Shared 0.ToString("F0")%
None 3.38891043039938.ToString("F0")%
Common Shares in ZION Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $6,136,916 across 18 Banks - Regional names. ZION ranks #3 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFS |
Provident Financial Services Inc
|
130,643 | $3,088,400 | |
| 2 | MTB |
M&T Bank Corp
|
5,287 | $1,258,358 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
12,895 | $892,205 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
13,338 | $236,482 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
3,060 | $214,414 | |
| 6 | UCB |
United Community Banks Inc
|
3,334 | $116,990 | |
| 7 | TFC |
Truist Financial Corp
|
1,470 | $73,235 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
215 | $52,937 |
All Filings in ZION
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $892,205 | 12,895 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $659,576 | 11,447 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $553,378 | 9,453 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $503,844 | 8,905 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $269,828 | 5,195 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $276,423 | 5,544 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $301,087 | 5,550 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $262,071 | 5,550 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $240,703 | 5,550 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $240,870 | 5,550 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $243,434 | 5,549 | Shares | Sole | 2024-02-12 | |
| 2022-12-31 | $275,050 | 5,595 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $284,561 | 5,595 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $285,040 | 5,600 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $367,988 | 5,613 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $354,517 | 5,613 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $347,388 | 5,613 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $291,205 | 5,509 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $302,719 | 5,508 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $239,267 | 5,508 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||