13F-HR: Zions Bancorporation Discloses Q3 2025 Equity Holdings
13F Holdings Report
Zions Bancorporation, National Association /UT/ filed its Form 13F-HR, revealing its equity holdings totaling over $2 billion as of September 30, 2025.
Summary
- Zions Bancorporation, National Association /UT/ filed its quarterly holdings report (Form 13F-HR) with the SEC.
- The report covers the calendar quarter ended September 30, 2025.
- The total number of reported securities holdings entries is 887.
- The aggregate fair market value of the holdings is $2,023,573,173.
- No other managers were included in this report.
Sentiment
Score: 5
Explanation: The filing is a neutral, factual disclosure of investment holdings, as mandated by the SEC. It does not inherently convey positive or negative sentiment about the reporting entity's performance or outlook, but rather provides transparency regarding its portfolio.
Positives
- The filing provides transparency into Zions Bancorporation's institutional investment holdings, fulfilling regulatory requirements.
- It demonstrates active portfolio management and strategic asset allocation by the institution.
Negatives
- NA
Risks
- NA
Future Outlook
NA
Management Comments
- Joe Edmiston Jr., Vice President, Fiduciary Administrator, represented that the person signing the report is authorized to submit it, and that all information contained herein is true, correct and complete.
Industry Context
This filing provides a snapshot of Zions Bancorporation's equity investment strategy and portfolio composition for the quarter, offering insights into its asset allocation decisions within the broader financial services industry. Such disclosures are standard for institutional investment managers and contribute to market transparency.
Comparison to Industry Standards
- NA
Stakeholder Impact
- Shareholders: Provides transparency into the institutional investor's portfolio strategy and asset allocation.
- Investment Professionals: Offers data for market analysis and tracking institutional investment trends.
- Regulatory Authorities: Fulfills mandated disclosure requirements, ensuring market transparency.
Next Steps
- NA
Key Dates
| Date | Description |
|---|---|
| 09-30-2025 | End of the calendar quarter for which the Form 13F-HR report is filed. |
| 11-07-2025 | Date the Form 13F-HR report was signed and submitted to the SEC. |
Keywords
13F-HR, SEC Filing, Zions Bancorporation, Equity Holdings, Institutional Investment, Portfolio Disclosure, Q3 2025, Investment Management
Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.