AVAII WEALTH MANAGEMENT, LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1904431
APPLETON, WI
Position in ZION
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$562,376
+$60,737 QoQ
Shares Held
8,128
-6.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#317
of 599 holders
Holding Since
Jun 2023
13 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, 2026AVAII WEALTH MANAGEMENT, LLC holds $819,148 across 2 Banks - Regional names. ZION ranks #1 (68.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
8,128 | $562,376 | |
| 2 | TFC |
Truist Financial Corp
|
5,154 | $256,772 |
All Filings in ZION
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $562,376 | 8,128 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $501,639 | 8,706 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $509,649 | 8,706 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $385,649 | 6,816 | Shares | Defined | 2025-10-20 | |
| 2025-06-30 | $356,152 | 6,857 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $337,651 | 6,772 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $470,401 | 8,671 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $414,544 | 8,779 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $398,483 | 9,188 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $429,182 | 9,889 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $451,904 | 10,301 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $404,793 | 11,602 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $300,482 | 11,187 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||