Mosley Wealth Management
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 2011849
ANAHEIM, CA
Position in ZION
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,767
+$463 QoQ
Shares Held
40
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#552
of 596 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZION Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Mosley Wealth Management holds $93,984 across 13 Banks - Regional names. ZION ranks #8 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COLB |
Columbia Banking System, Inc.
|
1,014 | $32,498 | |
| 2 | RF |
Regions Financial Corp
|
627 | $18,935 | |
| 3 | BOH |
Bank Of Hawaii Corp
|
161 | $13,119 | |
| 4 | FFIN |
First Financial Bankshares Inc
|
286 | $9,895 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
23 | $5,663 | |
| 6 | TFC |
Truist Financial Corp
|
96 | $4,782 | |
| 7 | MTB |
M&T Bank Corp
|
14 | $3,332 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
40 | $2,767 |
All Filings in ZION
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,767 | 40 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,304 | 40 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||