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Livermore
Livermore
ZHEN

Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

ZION holding history

Zions Bancorporation, National Association in every 13F filed by Raffa Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ZION overviewAll 13F holders of ZIONFull Q2 2026 holdings

Shares (Q2 2026)
4
Value
$277
% of portfolio
<0.1%
Quarters held
23
Since Q1 2018
Holdings of ZION by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264$277<0.1%00.0%UnchangedHolders
Q1 20264$230<0.1%+4NewHolders
Q3 20230$00.0%−24−100.0%Sold outHolders
Q2 202324$645<0.1%00.0%UnchangedHolders
Q1 202324$718<0.1%00.0%UnchangedHolders
Q4 202224$1.18K<0.1%00.0%UnchangedHolders
Q3 202224$1.22K<0.1%00.0%UnchangedHolders
Q2 202224$1.22K<0.1%00.0%UnchangedHolders
Q1 202224$1.57K<0.1%00.0%UnchangedHolders
Q4 202124$1.52K<0.1%00.0%UnchangedHolders
Q3 202124$1.49K<0.1%00.0%UnchangedHolders
Q2 202124$1.27K<0.1%00.0%UnchangedHolders
Q1 202124$1.32K<0.1%00.0%UnchangedHolders
Q4 202024$1.04K<0.1%00.0%Unchanged–
Q3 202024$701<0.1%00.0%Unchanged–
Q2 202024$816<0.1%00.0%Unchanged–
Q1 202024$642<0.1%00.0%Unchanged–
Q4 201924$1.25K<0.1%00.0%Unchanged–
Q3 201924$1.07K<0.1%+24New–
Q2 20190$00.0%−24−100.0%Sold out–
Q1 201924$1.09K<0.1%00.0%Unchanged–
Q4 201824$978<0.1%00.0%Unchanged–
Q3 201824$1.20K<0.1%00.0%Unchanged–
Q2 201824$1.26K<0.1%00.0%Unchanged–
Q1 201824$1.27K<0.1%+24New–