MPWM ADVISORY SOLUTIONS, LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 2056693
ALPHARETTA, GA
Position in ZION
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$16,467
+$2,869 QoQ
Shares Held
238
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#511
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, 2026MPWM ADVISORY SOLUTIONS, LLC holds $429,277 across 13 Banks - Regional names. ZION ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
2,944 | $146,670 | |
| 2 | FHN |
First Horizon Corp
|
5,471 | $140,276 | |
| 3 | RF |
Regions Financial Corp
|
2,742 | $82,808 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
238 | $16,467 | |
| 5 | MTB |
M&T Bank Corp
|
65 | $15,470 | |
| 6 | TCBI |
Texas Capital Bancshares Inc/Tx
|
100 | $10,326 | |
| 7 | HDB |
Hdfc Bank Ltd
|
152 | $3,926 | |
| 8 | BOH |
Bank Of Hawaii Corp
|
38 | $3,096 |
All Filings in ZION
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,467 | 238 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $13,598 | 236 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $13,698 | 234 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,126 | 232 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,946 | 230 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,368 | 228 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,314 | 227 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||