Impact Partnership Wealth, LLC

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

CIK 1984555 MARIETTA, GA

Position in ZION

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$308,587

+$92,735 QoQ

Shares Held

4,460

+16.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#388

of 599 holders

Holding Since

Sep 2023

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Impact Partnership Wealth, LLC holds $5,959,871 across 15 Banks - Regional names. ZION ranks #8 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	17,231	$1,040,752
2	TFC	Truist Financial Corp	14,664	$730,560
3	CFG	Citizens Financial Group Inc/Ri	7,867	$551,240
4	KEY	Keycorp /New/	21,331	$491,679
5	MTB	M&T Bank Corp	2,047	$487,206
6	MBIN	Merchants Bancorp	7,319	$365,950
7	HWC	Hancock Whitney Corp	4,220	$315,318
8	ZION	Zions Bancorporation, National Association /Ut/ This page	4,460	$308,587

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$308,587	4,460	+16.9%	Shares	Sole	2026-07-29
2025-09-30	$215,852	3,815	-7.3%	Shares	Sole	2025-11-03
2025-06-30	$213,785	4,116	-32.7%	Shares	Sole	2025-08-04
2024-12-31	$331,847	6,117	+7.3%	Shares	Sole	2025-01-21
2024-09-30	$269,248	5,702	-3.8%	Shares	Sole	2024-10-22
2024-06-30	$257,010	5,926	+18.7%	Shares	Sole	2024-08-02
2024-03-31	$216,652	4,992	-13.7%	Shares	Sole	2024-05-13
2023-12-31	$253,744	5,784	+34.3%	Shares	Sole	2024-02-14
2023-09-30	$150,223	4,306	—	Shares	Sole	2023-10-17
No filing history on record for this holder in this stock.