Physician Wealth Advisors, Inc.
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1795173
MIDVALE, UT
Position in ZION
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,525,708
+$231,333 QoQ
Shares Held
22,051
-1.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#23
of 116 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZION Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $4,719,974 across 121 Banks - Regional names. ZION ranks #2 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBCI |
Glacier Bancorp, Inc.
|
44,079 | $2,273,594 | |
| 2 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
22,051 | $1,525,708 | |
| 3 | CATY |
Cathay General Bancorp
|
4,253 | $263,643 | |
| 4 | TFC |
Truist Financial Corp
|
1,709 | $85,142 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
311 | $76,574 | |
| 6 | MTB |
M&T Bank Corp
|
186 | $44,269 | |
| 7 | USB |
US Bancorp \De\
|
578 | $34,911 | |
| 8 | HDB |
Hdfc Bank Ltd
|
1,012 | $26,139 |
All Filings in ZION
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,525,708 | 22,051 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,294,375 | 22,464 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $805,920 | 13,767 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $783,746 | 13,852 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $719,317 | 13,849 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $686,023 | 13,759 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $744,038 | 13,715 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $646,064 | 13,682 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $591,653 | 13,642 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $563,462 | 12,983 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $590,446 | 13,459 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $464,351 | 13,309 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $383,372 | 14,273 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $409,981 | 13,698 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $468,740 | 9,535 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $489,425 | 9,623 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $489,505 | 9,617 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $659,009 | 10,052 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $611,136 | 9,676 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $615,496 | 9,945 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $520,089 | 9,839 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $540,476 | 9,834 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $426,971 | 9,829 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $263,856 | 9,030 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $306,748 | 9,022 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||