Asset One Wealth Management LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 2110759
BELLEVUE, WA
Position in ZION
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,110,637
+$161,636 QoQ
Shares Held
16,052
-2.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#244
of 599 holders
Holding Since
Dec 2025
3 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, 2026Asset One Wealth Management LLC holds $5,889,541 across 3 Banks - Regional names. ZION ranks #2 (18.9% of the industry book) .
All Filings in ZION
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,110,637 | 16,052 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $949,001 | 16,470 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,058,637 | 18,084 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||