Filed: 8/7/2025ACC: 0000109380-25-000100
📋 What this filing means
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ filed this quarterly 13F‑HR report disclosing 863 equity positions with a total reported market value of $1.86B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
863
Positions
$1.86B
Total AUM (reported)
17.74M
Total Shares
Allocation by class
COM$1.86B100.0%
Portfolio Concentration
Top 3$410.96M22.1%
4–10$370.38M19.9%
11–25$274.39M14.7%
Rest$806.71M43.3%
Top 3 weight
22.1%
Top 10 weight
42.0%
Voting Authority Distribution
Total shares with voting rights: 17.74M
Sole
Full voting authority
17.52M
shares
% of voting shares98.8%
Shared
Joint voting authority
80.97K
shares
% of voting shares0.5%
None
No voting authority
136.50K
shares
% of voting shares0.8%
Investment Discretion (by position count)
Sole855
Shared0
Other8
Dominant voting typeSole · 98.8% of voting shares
Institutional Holdings863
Rows:
iShares Core S&P 500 ETF
SOLEShares281.43K
TypeSH
Market value$174.74M
9.38%
Sole
280.80K
Shared
291.00
None
343.00
iShares Russell Mid-Cap Value
SOLEShares968.26K
TypeSH
Market value$127.95M
6.87%
Sole
964.53K
Shared
3.55K
None
169.00
Vanguard Total Stock Market ET
SOLEShares356.26K
TypeSH
Market value$108.28M
5.81%
Sole
354.21K
Shared
2.05K
None
0.00
iShares Russell Mid-Cap Growth
SOLEShares496K
TypeSH
Market value$68.79M
3.69%
Sole
492.90K
Shared
2.91K
None
191.00
iShares Core S&P Mid-Cap ETF
SOLEShares990.50K
TypeSH
Market value$61.43M
3.30%
Sole
979.46K
Shared
8.33K
None
2.71K
Vanguard FTSE Emerging Markets
SOLEShares1.13M
TypeSH
Market value$55.81M
3.00%
Sole
1.13M
Shared
0.00
None
0.00
iShares Core US Aggregate Bond
SOLEShares560.32K
TypeSH
Market value$55.58M
2.98%
Sole
555.38K
Shared
3.72K
None
1.22K
Nvidia Corp
SOLEShares292.73K
TypeSH
Market value$46.25M
2.48%
Sole
275.52K
Shared
2.16K
None
15.05K
iShares Russell 2000 Value ETF
SOLEShares269.49K
TypeSH
Market value$42.51M
2.28%
Sole
269.49K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares80.42K
TypeSH
Market value$40.00M
2.15%
Sole
72.66K
Shared
2.19K
None
5.58K
Vanguard FTSE All-World Ex-US
SOLEShares548.78K
TypeSH
Market value$36.89M
1.98%
Sole
548.78K
Shared
0.00
None
0.00
Amazon.Com Inc
SOLEShares157.64K
TypeSH
Market value$34.58M
1.86%
Sole
150.08K
Shared
1.05K
None
6.50K
Meta Platforms Inc. Class A
SOLEShares40.23K
TypeSH
Market value$29.69M
1.59%
Sole
38.55K
Shared
29.00
None
1.65K
Apple Inc
SOLEShares134.58K
TypeSH
Market value$27.61M
1.48%
Sole
128.27K
Shared
66.00
None
6.25K
Visa Inc Class A
SOLEShares51.44K
TypeSH
Market value$18.26M
0.98%
Sole
49.68K
Shared
42.00
None
1.71K
Netflix Inc
SOLEShares13.19K
TypeSH
Market value$17.66M
0.95%
Sole
12.75K
Shared
10.00
None
422.00
Vanguard Dividend Appreciation
SOLEShares76.60K
TypeSH
Market value$15.68M
0.84%
Sole
76.60K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares46.92K
TypeSH
Market value$12.93M
0.69%
Sole
43.84K
Shared
15.00
None
3.06K
Abbvie Inc
SOLEShares66.07K
TypeSH
Market value$12.26M
0.66%
Sole
65.85K
Shared
20.00
None
193.00
National Grid PLC Sponsored AD
SOLEShares162.15K
TypeSH
Market value$12.07M
0.65%
Sole
161.90K
Shared
64.00
None
181.00
Alphabet Inc Cap Stk Class A
SOLEShares66.59K
TypeSH
Market value$11.73M
0.63%
Sole
65.81K
Shared
38.00
None
738.00
Enbridge Inc
SOLEShares254.39K
TypeSH
Market value$11.53M
0.62%
Sole
252.69K
Shared
1.48K
None
213.00
TotalEnergies SE Sponsored ADS
SOLEShares183.87K
TypeSH
Market value$11.29M
0.61%
Sole
183.64K
Shared
72.00
None
155.00
Verizon Communications Inc
SOLEShares260.48K
TypeSH
Market value$11.27M
0.61%
Sole
258.20K
Shared
1.92K
None
363.00
Exxon Mobil Corp
SOLEShares101.41K
TypeSH
Market value$10.93M
0.59%
Sole
100.83K
Shared
450.00
None
130.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core S&P 500 ETFSOLE | Com | 281.43K | SH | $174.74M 9.38% | 280.80K | 291.00 | 343.00 |
iShares Russell Mid-Cap ValueSOLE | Com | 968.26K | SH | $127.95M 6.87% | 964.53K | 3.55K | 169.00 |
Vanguard Total Stock Market ETSOLE | Com | 356.26K | SH | $108.28M 5.81% | 354.21K | 2.05K | 0.00 |
iShares Russell Mid-Cap GrowthSOLE | Com | 496K | SH | $68.79M 3.69% | 492.90K | 2.91K | 191.00 |
iShares Core S&P Mid-Cap ETFSOLE | Com | 990.50K | SH | $61.43M 3.30% | 979.46K | 8.33K | 2.71K |
Vanguard FTSE Emerging MarketsSOLE | Com | 1.13M | SH | $55.81M 3.00% | 1.13M | 0.00 | 0.00 |
iShares Core US Aggregate BondSOLE | Com | 560.32K | SH | $55.58M 2.98% | 555.38K | 3.72K | 1.22K |
Nvidia CorpSOLE | Com | 292.73K | SH | $46.25M 2.48% | 275.52K | 2.16K | 15.05K |
iShares Russell 2000 Value ETFSOLE | Com | 269.49K | SH | $42.51M 2.28% | 269.49K | 0.00 | 0.00 |
Microsoft CorpSOLE | Com | 80.42K | SH | $40.00M 2.15% | 72.66K | 2.19K | 5.58K |
Vanguard FTSE All-World Ex-USSOLE | Com | 548.78K | SH | $36.89M 1.98% | 548.78K | 0.00 | 0.00 |
Amazon.Com IncSOLE | Com | 157.64K | SH | $34.58M 1.86% | 150.08K | 1.05K | 6.50K |
Meta Platforms Inc. Class ASOLE | Com | 40.23K | SH | $29.69M 1.59% | 38.55K | 29.00 | 1.65K |
Apple IncSOLE | Com | 134.58K | SH | $27.61M 1.48% | 128.27K | 66.00 | 6.25K |
Visa Inc Class ASOLE | Com | 51.44K | SH | $18.26M 0.98% | 49.68K | 42.00 | 1.71K |
Netflix IncSOLE | Com | 13.19K | SH | $17.66M 0.95% | 12.75K | 10.00 | 422.00 |
Vanguard Dividend AppreciationSOLE | Com | 76.60K | SH | $15.68M 0.84% | 76.60K | 0.00 | 0.00 |
Broadcom IncSOLE | Com | 46.92K | SH | $12.93M 0.69% | 43.84K | 15.00 | 3.06K |
Abbvie IncSOLE | Com | 66.07K | SH | $12.26M 0.66% | 65.85K | 20.00 | 193.00 |
National Grid PLC Sponsored ADSOLE | Com | 162.15K | SH | $12.07M 0.65% | 161.90K | 64.00 | 181.00 |
Alphabet Inc Cap Stk Class ASOLE | Com | 66.59K | SH | $11.73M 0.63% | 65.81K | 38.00 | 738.00 |
Enbridge IncSOLE | Com | 254.39K | SH | $11.53M 0.62% | 252.69K | 1.48K | 213.00 |
TotalEnergies SE Sponsored ADSSOLE | Com | 183.87K | SH | $11.29M 0.61% | 183.64K | 72.00 | 155.00 |
Verizon Communications IncSOLE | Com | 260.48K | SH | $11.27M 0.61% | 258.20K | 1.92K | 363.00 |
Exxon Mobil CorpSOLE | Com | 101.41K | SH | $10.93M 0.59% | 100.83K | 450.00 | 130.00 |
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