Wealthspire Retirement, LLC
PensionPosition in ZION — Zions Bancorporation, National Association /Ut/
CIK 2040084
ALISO VIEJO, CA
Position in ZION
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$454,578
+$78,320 QoQ
Shares Held
6,570
+0.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#345
of 599 holders
Holding Since
Mar 2024
8 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, 2026Wealthspire Retirement, LLC holds $1,379,815 across 3 Banks - Regional names. ZION ranks #2 (32.9% of the industry book) .
All Filings in ZION
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $454,578 | 6,570 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $376,258 | 6,530 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $386,832 | 6,608 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $371,617 | 6,568 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $472,238 | 9,092 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $261,964 | 5,254 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $284,541 | 5,245 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $204,587 | 4,714 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||