Abound Wealth Management

Position in ZION — Zions Bancorporation, National Association /Ut/

CIK 1950323 FRANKLIN, TN

Position in ZION

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$133,813

+$22,376 QoQ

Shares Held

1,934

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#450

of 596 holders

Holding Since

Sep 2022

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Abound Wealth Management holds $761,981 across 35 Banks - Regional names. ZION ranks #2 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FITB	Fifth Third Bancorp	2,395	$135,006
2	ZION	Zions Bancorporation, National Association /Ut/ This page	1,934	$133,813
3	TFC	Truist Financial Corp	2,040	$101,632
4	NWBI	Northwest Bancshares, Inc.	6,518	$98,812
5	CBU	Community Financial System, Inc.	1,218	$81,752
6	HBAN	Huntington Bancshares Inc /Md/	4,153	$73,632
7	PNC	Pnc Financial Services Group, Inc.	169	$41,611
8	KEY	Keycorp /New/	1,208	$27,844

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$133,813	1,934	0.0%	Shares	Sole	2026-07-10
2026-03-31	$111,437	1,934	-29.5%	Shares	Sole	2026-04-10
2025-12-31	$160,692	2,745	-50.3%	Shares	Sole	2026-01-12
2025-09-30	$312,491	5,523	-24.5%	Shares	Sole	2025-10-10
2025-06-30	$379,733	7,311	+45593.8%	Shares	Sole	2025-07-14
2024-03-31	$694	16	0.0%	Shares	Sole	2024-08-08
2023-12-31	$701	16	0.0%	Shares	Sole	2024-08-08
2023-09-30	$558	16	-78.7%	Shares	Sole	2024-08-08
2022-09-30	$3,814	75	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.