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Zions Bancorporation, National Association /ut/
Zions Bancorporation, National Association is a premier national bank headquartered in Salt Lake City, Utah, founded in 1873. The firm operates under local management and distinct brands in 11 western states, with over $89 billion in total assets and approximately $3.1 billion annual revenue as of December 2024. It employs around 9,900 people and serves businesses, households, and local governments, specializing in small business lending and public finance, and is publicly traded on NASDAQ (ZION). Recognized for excellence in small business and middle market banking, the company emphasizes a community-focused, locally oriented operating model.
Investment Strategy
Zions Bancorporation focuses on relationship-driven banking and financial services, primarily serving businesses, households, and governments in the western United States. The bank maintains a community-centric approach by operating locally branded institutions, empowering autonomous management teams in each region to respond to local market needs. Its investment philosophy centers on supporting economic growth through small business lending, public finance advisory, and providing a comprehensive suite of banking products. The company prioritizes building long-term client relationships and facilitating local economic development, reflected in its recognition for excellence in small business and middle market banking.
Latest 13F Filing Activity
Zions Bancorporation, National Association /ut/ filed their most recent 13F report on Jun 30, 2025 disclosing 854 equity positions with a total 13F market value of $2B. The fund increased holdings in Vanguard Ftse Emerging Markets, Ishares Russell 2000 Value Etf, Ishares Core S&P Mid-cap Etf among other positions. Zions Bancorporation, National Association /ut/ reduced exposure to Ishares Russell Mid-cap Value, Bristol-myers Squibb Co., Philip Morris International among others.
Top Holdings
Equity Positions (854)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | iShares Core S&P 500 ETF | 9.38% | $174.7M | 281,433 | $563.31 | $620.90 | +$20.4M |
I IWS | iShares Russell Mid-Cap Value | 6.87% | $127.9M | 968,256 | $125.97 | $132.14 | -$23.8M |
V VTI | Vanguard Total Stock Market ET | 5.81% | $108.3M | 356,258 | $274.87 | $303.93 | +$10.5M |
I IWP | iShares Russell Mid-Cap Growth | 3.69% | $68.8M | 496,003 | $117.49 | $138.68 | +$9.6M |
I IJH | iShares Core S&P Mid-Cap ETF | 3.30% | $61.4M | 990,502 | $60.28 | $62.02 | +$34.0M |
Industry Allocation
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