UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

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

CIK 2011649 PITTSBURGH, PA

Position in ZION

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$201,066

New position

Shares Held

2,906

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#443

of 596 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC holds $764,569 across 3 Banks - Regional names. ZION ranks #3 (26.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp	1,511	$359,633
2	PNC	Pnc Financial Services Group, Inc.	828	$203,870
3	ZION	Zions Bancorporation, National Association /Ut/ This page	2,906	$201,066

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$201,066	2,906	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.