SIERRA SUMMIT ADVISORS LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 2012614
INCLINE VILLAGE, NV
Position in ZION
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,470,636
+$444,026 QoQ
Shares Held
35,708
+1.5% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#181
of 596 holders
Holding Since
Dec 2023
11 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, 2026SIERRA SUMMIT ADVISORS LLC holds $5,856,289 across 4 Banks - Regional names. ZION ranks #1 (42.2% of the industry book) .
All Filings in ZION
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,470,636 | 35,708 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,026,610 | 35,172 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,973,910 | 33,719 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,858,992 | 32,856 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,680,414 | 32,353 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,614,466 | 32,380 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,177,279 | 21,701 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $811,711 | 17,190 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $601,238 | 13,863 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $555,476 | 12,799 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $557,017 | 12,697 | Shares | Sole | 2024-02-22 | |
| No filing history on record for this holder in this stock. | ||||||