Arista Wealth Management, LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1964758
Las Vegas, NV
Position in ZION
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$229,710
-$145,528 QoQ
Shares Held
3,320
-49.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#428
of 596 holders
Holding Since
Sep 2025
2 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, 2026Arista Wealth Management, LLC holds $10,535,046 across 5 Banks - Regional names. ZION ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBFH |
GBank Financial Holdings Inc.
|
295,296 | $8,950,421 | |
| 2 | RF |
Regions Financial Corp
|
19,251 | $581,380 | |
| 3 | SPFI |
South Plains Financial, Inc.
|
12,172 | $524,430 | |
| 4 | PB |
Prosperity Bancshares Inc
|
3,411 | $249,105 | |
| 5 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
3,320 | $229,710 |
All Filings in ZION
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,710 | 3,320 | Shares | Sole | 2026-07-09 | |
| 2025-09-30 | $375,238 | 6,632 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||