Mowery & Schoenfeld Wealth Management, LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 2019946
LINCOLNSHIRE, IL
Position in ZION
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,729
+$289 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#562
of 596 holders
Holding Since
Dec 2024
7 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $76,762 across 7 Banks - Regional names. ZION ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
114 | $28,069 | |
| 2 | USB |
US Bancorp \De\
|
320 | $19,328 | |
| 3 | TFC |
Truist Financial Corp
|
226 | $11,259 | |
| 4 | FITB |
Fifth Third Bancorp
|
141 | $7,948 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
69 | $4,834 | |
| 6 | KEY |
Keycorp /New/
|
156 | $3,595 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
25 | $1,729 |
All Filings in ZION
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,729 | 25 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,440 | 25 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,463 | 25 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,414 | 25 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,298 | 25 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,246 | 25 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,519 | 28 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||