Filed: 5/8/2026ACC: 0000109380-26-000085
๐ What this filing means
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ filed this quarterly 13FโHR report disclosing 1529 equity positions with a total reported market value of $1.55B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1529
Positions
$1.55B
Total AUM (reported)
12.02M
Total Shares
Allocation by class
COM$1.55B100.0%
Portfolio Concentration
Top 3$515.53M33.2%
4โ10$320.03M20.6%
11โ25$169.54M10.9%
Rest$546.01M35.2%
Top 3 weight
33.2%
Top 10 weight
53.9%
Voting Authority Distribution
Total shares with voting rights: 12.02M
Sole
Full voting authority
11.82M
shares
% of voting shares98.4%
Shared
Joint voting authority
37.72K
shares
% of voting shares0.3%
None
No voting authority
156.80K
shares
% of voting shares1.3%
Investment Discretion (by position count)
Sole1527
Shared0
Other2
Dominant voting typeSole ยท 98.4% of voting shares
Institutional Holdings1529
Rows:
iShares Core S&P 500 ETF
SOLEShares423.74K
TypeSH
Market value$276.79M
17.84%
Sole
422.04K
Shared
1.05K
None
652.00
iShares Russell Mid-Cap Value
SOLEShares947.54K
TypeSH
Market value$138.09M
8.90%
Sole
944.35K
Shared
3K
None
190.00
Vanguard Total Stock Market ET
SOLEShares313.70K
TypeSH
Market value$100.64M
6.49%
Sole
312.67K
Shared
1.03K
None
0.00
iShares Core US Aggregate Bond
SOLEShares697.95K
TypeSH
Market value$69.29M
4.47%
Sole
696.50K
Shared
0.00
None
1.46K
iShares Russell Mid-Cap Growth
SOLEShares504.73K
TypeSH
Market value$64.67M
4.17%
Sole
502.23K
Shared
2.32K
None
184.00
American Centy Tr US Sml Cp Va
SOLEShares543.17K
TypeSH
Market value$60.00M
3.87%
Sole
541.48K
Shared
1.25K
None
440.00
Nvidia Corp
SOLEShares259.02K
TypeSH
Market value$45.17M
2.91%
Sole
245.42K
Shared
232.00
None
13.37K
iShares Core S&P Mid-Cap ETF
SOLEShares484.03K
TypeSH
Market value$32.69M
2.11%
Sole
476.20K
Shared
5.29K
None
2.54K
Apple Inc
SOLEShares109.38K
TypeSH
Market value$27.76M
1.79%
Sole
101.09K
Shared
72.00
None
8.22K
Amazon.Com Inc
SOLEShares98.19K
TypeSH
Market value$20.45M
1.32%
Sole
94.26K
Shared
100.00
None
3.83K
Microsoft Corp
SOLEShares51.76K
TypeSH
Market value$19.16M
1.24%
Sole
47.20K
Shared
1.54K
None
3.03K
Meta Platforms Inc. Class A
SOLEShares31.44K
TypeSH
Market value$17.99M
1.16%
Sole
30.31K
Shared
32.00
None
1.10K
Vanguard Dividend Appreciation
SOLEShares71.14K
TypeSH
Market value$15.30M
0.99%
Sole
71.14K
Shared
0.00
None
0.00
TotalEnergies SE ACT
SOLEShares133K
TypeSH
Market value$12.10M
0.78%
Sole
132.86K
Shared
0.00
None
143.00
Chevron Corp
SOLEShares55.48K
TypeSH
Market value$11.48M
0.74%
Sole
55.41K
Shared
0.00
None
70.00
Alphabet Inc Cap Stk Class A
SOLEShares38.12K
TypeSH
Market value$10.96M
0.71%
Sole
37.43K
Shared
36.00
None
659.00
Vanguard Growth ETF
SOLEShares23.16K
TypeSH
Market value$10.11M
0.65%
Sole
23.16K
Shared
0.00
None
0.00
Netflix Inc
SOLEShares104.43K
TypeSH
Market value$10.04M
0.65%
Sole
99.43K
Shared
144.00
None
4.86K
Broadcom Inc
SOLEShares32.13K
TypeSH
Market value$9.94M
0.64%
Sole
28.48K
Shared
23.00
None
3.62K
Enbridge Inc
SOLEShares169.63K
TypeSH
Market value$9.18M
0.59%
Sole
169.44K
Shared
0.00
None
183.00
Vanguard FTSE Emerging Markets
SOLEShares164.61K
TypeSH
Market value$8.90M
0.57%
Sole
164.61K
Shared
0.00
None
0.00
Verizon Communications Inc
SOLEShares175.88K
TypeSH
Market value$8.83M
0.57%
Sole
175.62K
Shared
0.00
None
265.00
Sanofi ADR (France)
SOLEShares182.06K
TypeSH
Market value$8.77M
0.57%
Sole
181.82K
Shared
0.00
None
238.00
Visa Inc Class A
SOLEShares27.79K
TypeSH
Market value$8.40M
0.54%
Sole
26.95K
Shared
40.00
None
792.00
Pfizer, Inc.
SOLEShares297.96K
TypeSH
Market value$8.37M
0.54%
Sole
294.40K
Shared
3K
None
560.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core S&P 500 ETFSOLE | Com | 423.74K | SH | $276.79M 17.84% | 422.04K | 1.05K | 652.00 |
iShares Russell Mid-Cap ValueSOLE | Com | 947.54K | SH | $138.09M 8.90% | 944.35K | 3K | 190.00 |
Vanguard Total Stock Market ETSOLE | Com | 313.70K | SH | $100.64M 6.49% | 312.67K | 1.03K | 0.00 |
iShares Core US Aggregate BondSOLE | Com | 697.95K | SH | $69.29M 4.47% | 696.50K | 0.00 | 1.46K |
iShares Russell Mid-Cap GrowthSOLE | Com | 504.73K | SH | $64.67M 4.17% | 502.23K | 2.32K | 184.00 |
American Centy Tr US Sml Cp VaSOLE | Com | 543.17K | SH | $60.00M 3.87% | 541.48K | 1.25K | 440.00 |
Nvidia CorpSOLE | Com | 259.02K | SH | $45.17M 2.91% | 245.42K | 232.00 | 13.37K |
iShares Core S&P Mid-Cap ETFSOLE | Com | 484.03K | SH | $32.69M 2.11% | 476.20K | 5.29K | 2.54K |
Apple IncSOLE | Com | 109.38K | SH | $27.76M 1.79% | 101.09K | 72.00 | 8.22K |
Amazon.Com IncSOLE | Com | 98.19K | SH | $20.45M 1.32% | 94.26K | 100.00 | 3.83K |
Microsoft CorpSOLE | Com | 51.76K | SH | $19.16M 1.24% | 47.20K | 1.54K | 3.03K |
Meta Platforms Inc. Class ASOLE | Com | 31.44K | SH | $17.99M 1.16% | 30.31K | 32.00 | 1.10K |
Vanguard Dividend AppreciationSOLE | Com | 71.14K | SH | $15.30M 0.99% | 71.14K | 0.00 | 0.00 |
TotalEnergies SE ACTSOLE | Com | 133K | SH | $12.10M 0.78% | 132.86K | 0.00 | 143.00 |
Chevron CorpSOLE | Com | 55.48K | SH | $11.48M 0.74% | 55.41K | 0.00 | 70.00 |
Alphabet Inc Cap Stk Class ASOLE | Com | 38.12K | SH | $10.96M 0.71% | 37.43K | 36.00 | 659.00 |
Vanguard Growth ETFSOLE | Com | 23.16K | SH | $10.11M 0.65% | 23.16K | 0.00 | 0.00 |
Netflix IncSOLE | Com | 104.43K | SH | $10.04M 0.65% | 99.43K | 144.00 | 4.86K |
Broadcom IncSOLE | Com | 32.13K | SH | $9.94M 0.64% | 28.48K | 23.00 | 3.62K |
Enbridge IncSOLE | Com | 169.63K | SH | $9.18M 0.59% | 169.44K | 0.00 | 183.00 |
Vanguard FTSE Emerging MarketsSOLE | Com | 164.61K | SH | $8.90M 0.57% | 164.61K | 0.00 | 0.00 |
Verizon Communications IncSOLE | Com | 175.88K | SH | $8.83M 0.57% | 175.62K | 0.00 | 265.00 |
Sanofi ADR (France)SOLE | Com | 182.06K | SH | $8.77M 0.57% | 181.82K | 0.00 | 238.00 |
Visa Inc Class ASOLE | Com | 27.79K | SH | $8.40M 0.54% | 26.95K | 40.00 | 792.00 |
Pfizer, Inc.SOLE | Com | 297.96K | SH | $8.37M 0.54% | 294.40K | 3K | 560.00 |
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