WPG Advisers, LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 2067343
BALTIMORE, MD
Position in ZION
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$29,474
+$8,616 QoQ
Shares Held
426
+17.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#492
of 599 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, 2026WPG Advisers, LLC holds $907,265 across 64 Banks - Regional names. ZION ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBN |
Icici Bank Ltd
|
5,455 | $158,358 | |
| 2 | MTB |
M&T Bank Corp
|
293 | $69,736 | |
| 3 | TFC |
Truist Financial Corp
|
1,148 | $57,193 | |
| 4 | EWBC |
East West Bancorp Inc
|
394 | $50,861 | |
| 5 | 545 | $41,648 | |||
| 6 | ORRF |
Orrstown Financial Services Inc
|
775 | $31,643 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
426 | $29,474 | |
| 8 | USB |
US Bancorp De
|
472 | $28,508 |
All Filings in ZION
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,474 | 426 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $20,858 | 362 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $19,318 | 330 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $16,238 | 287 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $12,881 | 248 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,919 | 219 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,875 | 53 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||