13F-HR: Zions Bancorporation Q1 2026 13F Portfolio Disclosure

Zions Bancorporation, National Association discloses its institutional equity holdings as of March 31, 2026.

Summary

• Zions Bancorporation, National Association filed its Form 13F-HR for the period ending March 31, 2026.
• The report details 1,550 individual equity holdings.
• The total value of the reported portfolio is approximately $1.55 billion.
• The filing provides a comprehensive list of securities held, including common stocks, ETFs, and ADRs.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral regulatory disclosure of existing holdings, which does not convey specific sentiment or strategic intent.

Positives

• The portfolio demonstrates broad diversification across multiple sectors, including technology, healthcare, energy, and financial services.
• Significant positions are held in major index-tracking ETFs, such as the iShares Core S&P 500 ETF and Vanguard Total Stock Market ETF, indicating a focus on core market exposure.

Negatives

• As a 13F filing, this document only reflects long equity positions and does not provide a complete picture of the firm's overall financial strategy, short positions, or derivative exposure.

Risks

• Market volatility affecting the valuation of the reported equity holdings.
• Concentration risk in specific high-weight technology and financial sector holdings.

Future Outlook

The filing does not contain forward-looking statements or management guidance regarding future investment strategy.

Management Comments

• The filing includes a standard representation by Joe Edmiston Jr., Vice President, Fiduciary Administrator, that the information provided is true, correct, and complete.

Industry Context

StockSavvy.ai notes that this 13F filing is a standard regulatory requirement for institutional investment managers, providing transparency into the long-equity holdings of Zions Bancorporation's fiduciary division as of the end of Q1 2026.

Comparison to Industry Standards

• The filing adheres to standard SEC reporting requirements for institutional investment managers.
• The portfolio structure is consistent with typical institutional fiduciary asset management, emphasizing broad market indices and large-cap equities.

Stakeholder Impact

• Provides transparency to shareholders and regulators regarding the composition of the firm's managed equity assets.

Next Steps

• The next 13F filing is expected for the quarter ending June 30, 2026.

Key Dates

Keywords

13F, Zions Bancorporation, Institutional Holdings, Portfolio Disclosure, SEC Filing, Investment Management