Data as of Q4 2025 (Dec 31, 2025)
⏳
Showing Q4 2024 data
Zions Bancorporation, N.A.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Zions Bancorporation, N.A.

•CIK: 1666757•Filing: Q4 2024

**Zions Bancorporation, N.A.** manages $1.6B across a diversified portfolio of 862 positions. The fund exhibits a significant allocation to broad market ETFs, notably holding $152.3M in IWS and $124.6M in IVV. Core technology and growth exposure is evident through top holdings including $106.2M in VTI, $33.4M in NVDA, and $32.5M in AMZN. This structure suggests a core mandate focused on established, large-cap equity indices with selective technology tilts.

Total AUM
$1.6B
QoQ Performance
+15.5%
Positions
859
Top 10 Concentration
44.6%
Latest Filing
Q4 2024

Top Holdings Allocation

IWS
IVV
VTI
IWS9.6%
IVV7.9%
VTI6.7%
IWP4.0%
VWO3.1%
AGG2.9%
NVDA2.1%
AMZN2.0%

📈 Biggest Buys

VWO
Vanguard FTSE Emerging Markets
+6046.4%
3.1% of portfolio
VEU
Vanguard FTSE All-World Ex-US
+378.7%
1.1% of portfolio
IWS
iShares Russell Mid-Cap Value
+7.2%
9.6% of portfolio
IVV
iShares Core S&P 500 ETF
+6.3%
7.9% of portfolio
BMO
Bank of Montreal
+33446.3%
0.4% of portfolio

📉 Biggest Sells

VTI
Vanguard Total Stock Market ET
-3.2%
6.7% of portfolio
CM
Canadian Imperial Bank of Comm
-48.8%
0.2% of portfolio
WMB
Williams Company Inc
-24.1%
0.3% of portfolio
NEE
NextEra Energy, Inc.
-47.1%
0.1% of portfolio
AGG
iShares Core US Aggregate Bond
-2.9%
2.9% of portfolio

Sector Breakdown

Other64.4%
Technology10.5%
ETF8.7%
Healthcare5.1%
Consumer3.4%
Financial2.2%
Real Estate1.3%
Communication1.2%

🚪 Exited Positionssold since Q3 2024

BCE
BCE Inc (Canada)
SOLD
$6.2M
BMTA
British American Tobacco Spons
SOLD
$3.7M
D
Dominion Energy Inc
SOLD
$2.6M
RS
Reliance, Inc.
SOLD
$1.6M
FOXF
Fox Factory Hldg Corp
SOLD
$1.3M
+669 more exited positions

Changes from Q3 2024

NEW2 new positions
↑177 increased
↓19 decreased

Historical Filings

Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IWS9.6%
iShares Russell Mid-Cap Value
$152.3M
IVV7.9%
iShares Core S&P 500 ETF
$124.6M
VTI6.7%
Vanguard Total Stock Market ET
$106.2M
IWP4.0%
iShares Russell Mid-Cap Growth
$63.6M
VWO3.1%
Vanguard FTSE Emerging Markets
$49.2M

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