13F-HR: Zions Bancorporation Discloses Q2 2025 Holdings

Zions Bancorporation, National Association filed its quarterly 13F-HR report, detailing its equity holdings valued at over $1.86 billion across 910 positions as of June 30, 2025.

Summary

• Zions Bancorporation, National Association submitted its Form 13F-HR for the quarter ended June 30, 2025.
• The report details the institutional investment manager's equity holdings.
• The total fair market value of the reported holdings is $1,862,436,143.
• The filing includes 910 distinct holdings entries.
• The report confirms that all holdings of Zions Bancorporation are reported within this single document, with no other included managers.

Sentiment

Score: 5

Explanation: The filing is a routine, factual compliance document disclosing historical holdings. It contains no performance metrics or forward-looking statements about the filing entity, thus maintaining a neutral sentiment.

Positives

• The filing demonstrates Zions Bancorporation's compliance with SEC regulations for institutional investment managers.
• The report provides transparency regarding the firm's investment portfolio to the public and regulatory bodies.

Risks

• The Securities and Exchange Commission explicitly states that it has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete, advising readers not to assume accuracy or completeness.

Future Outlook

This Form 13F-HR is a historical disclosure of equity holdings as of a specific past date and does not contain forward-looking statements or guidance from Zions Bancorporation regarding its future financial performance or strategic outlook.

Management Comments

• Joe Edmiston Jr., Vice President and Fiduciary Administrator, represented that the person signing the report is authorized to submit it, and that all information contained therein is true, correct, and complete.

Industry Context

Form 13F-HR filings are mandatory quarterly disclosures for institutional investment managers with at least $100 million in assets under management. These reports provide transparency into the equity holdings of large investment firms, offering insights into their investment strategies and market positions, which can be analyzed by other investors, analysts, and the public.

Comparison to Industry Standards

• The filing adheres to the standard regulatory requirements for Form 13F-HR, which mandates disclosure of equity holdings for institutional investment managers exceeding the $100 million threshold.
• The report's structure and content are consistent with typical 13F filings from other large financial institutions and investment managers, providing a standardized view of their public equity portfolios.

Stakeholder Impact

• Shareholders and potential investors gain transparency into the investment strategies and portfolio composition of Zions Bancorporation.
• Regulatory bodies receive mandated disclosures to monitor market activity and ensure compliance.

Next Steps

• Zions Bancorporation, National Association will be required to file its next Form 13F-HR for the quarter ending September 30, 2025, within 45 days of that quarter's end.

Key Dates

Keywords

13F-HR, SEC filing, institutional holdings, equity portfolio, investment management, Zions Bancorporation, financial disclosure, public filings