Peterson Wealth Services
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1906799
SOUTH OGDEN, UT
Position in ZION
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$128,347
+$21,808 QoQ
Shares Held
1,855
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#452
of 596 holders
Holding Since
Jun 2023
11 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, 2026Peterson Wealth Services holds $1,127,770 across 5 Banks - Regional names. ZION ranks #3 (11.4% of the industry book) .
All Filings in ZION
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,347 | 1,855 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $106,539 | 1,849 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $107,889 | 1,843 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $10,863 | 192 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $94,946 | 1,828 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $102,661 | 2,059 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $111,266 | 2,051 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $96,470 | 2,043 | Shares | Sole | 2024-11-07 | |
| 2023-12-31 | $310,160 | 7,070 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,982,815 | 85,492 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,194,381 | 81,697 | Shares | Sole | 2023-07-13 | |
| No filing history on record for this holder in this stock. | ||||||