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Balboa Wealth Partners

SEC CIK
0001929008
Latest filing
Aug 10, 2026

ZION holding history

Zions Bancorporation, National Association in every 13F filed by Balboa Wealth Partners, 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 (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q1 2023
Holdings of ZION by Balboa Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−7,850−100.0%Sold outHolders
Q2 20237,850$210.9K0.1%00.0%UnchangedHolders
Q1 20237,850$235.0K0.1%+7,850NewHolders