Valued Wealth Advisors LLC

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

CIK 2007175 HOLLADAY, UT

Position in ZION

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$12,177

+$2,152 QoQ

Shares Held

176

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#507

of 587 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Valued Wealth Advisors LLC holds $205,844 across 47 Banks - Regional names. ZION ranks #5 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	79	$19,451
2	FITB	Fifth Third Bancorp	295	$16,629
3	TFC	Truist Financial Corp	327	$16,291
4	IBN	Icici Bank Ltd	528	$15,327
5	ZION	Zions Bancorporation, National Association /Ut/ This page	176	$12,177
6	USB	US Bancorp De	146	$8,818
7	EWBC	East West Bancorp Inc	64	$8,261
8	AX	Axos Financial, Inc.	73	$7,109

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,177	176	+1.1%	Shares	Sole	2026-07-21
2026-03-31	$10,025	174	+163.6%	Shares	Sole	2026-04-30
2025-12-31	$3,863	66	+153.8%	Shares	Sole	2026-01-30
2025-09-30	$1,471	26	-69.4%	Shares	Sole	2025-10-29
2025-06-30	$4,414	85	0.0%	Shares	Sole	2025-08-06
2025-03-31	$4,238	85	+1.2%	Shares	Sole	2025-05-01
2024-12-31	$4,557	84	-4.5%	Shares	Sole	2025-01-22
2024-09-30	$4,155	88	0.0%	Shares	Sole	2024-10-28
2024-06-30	$3,816	88	+18.9%	Shares	Sole	2024-07-17
2024-03-31	$3,211	74	-9.8%	Shares	Sole	2024-04-30
2023-12-31	$3,597	82	—	Shares	Sole	2024-01-08
No filing history on record for this holder in this stock.