Zions Bancorporation, National Association
DE ˙ DB ˙ US9897011071
51,50 € ↓ -1,50 (-2,83%)
2026-06-04
DEL PRIS
SecurityDE:ZB1 / Zions Bancorporation, National Association
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership2,105 shares
Latest Disclosed Value $ 121,343
EverSource Wealth Advisors, LLC reports 21.82% increase in ownership of ZB1 / Zions Bancorporation, National Association

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 2,105 shares of Zions Bancorporation, National Association (DE:ZB1) valued at $103,966 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,728 shares of Zions Bancorporation, National Association. This represents a change in shares of 21.82% during the quarter. The current value of the position is $108,408 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F/A-1 ZIONS BANCORPORATION NATL ASSN COM Stock 989701107 2,105 377 21.82 121 19.80 0.0006
2026-05-14 2026-03-31 13F ZIONS BANCORPORATION NATL ASSN COM Stock 989701107 1,550 -178 64 0.0004
2026-02-06 2025-12-31 13F ZIONS BANCORPORATION N A COM Stock 989701107 1,728 0 0.00 101 4.12 0.0037
2025-11-10 2025-09-30 13F ZIONS BANCORPORATION N A COM Stock 989701107 1,728 -88 -4.85 98 3.19 0.0039
2025-08-13 2025-06-30 13F ZIONS BANCORPORATION N A COM Stock 989701107 1,816 625 52.48 94 59.32 0.0043
2025-05-13 2025-03-31 13F ZIONS BANCORPORATION N A COM Stock 989701107 1,191 650 120.15 59 103.45 0.0033
2025-02-10 2024-12-31 13F ZIONS BANCORPORATION N A COM Stock 989701107 541 183 51.12 29 81.25 0.0017
2024-11-08 2024-09-30 13F ZIONS BANCORPORATION N A COM Stock 989701107 358 0 0.00 17 -11.11 0.0011
2024-08-13 2024-06-30 13F ZIONS BANCORPORATION N A COM Stock 989701107 358 2 0.56 18 28.57 0.0012
2024-06-11 2024-03-31 13F/A-1 ZIONS BANCORPORATION N A COM Stock 989701107 356 -18 -4.81 15 -12.50 0.0011
2024-05-13 2024-03-31 13F ZIONS BANCORPORATION N A COM Stock 989701107 374 0 16 0.0006
2024-02-09 2023-12-31 13F ZIONS BANCORPORATION N A COM Stock 989701107 374 -7 -1.84 16 23.08 0.0015
2023-11-03 2023-09-30 13F ZIONS BANCORPORATION N A COM Stock 989701107 381 26 7.32 13 44.44 0.0014
2023-08-04 2023-06-30 13F ZIONS BANCORPORATION N A COM Stock 989701107 355 11 3.20 10 -10.00 0.0011
2023-05-11 2023-03-31 13F ZIONS BANCORPORATION N A COM Stock 989701107 344 107 45.15 10 -9.09 0.0013
2023-02-09 2022-12-31 13F ZIONS BANCORPORATION N A COM Stock 989701107 237 -35 -12.87 12 -21.43 0.0018
2022-11-07 2022-09-30 13F ZIONS BANCORPORATION N A COM Stock 989701107 272 39 16.74 14 16.67 0.0032
2022-08-01 2022-06-30 13F ZIONS BANCORPORATION N A COM Stock 989701107 233 0 0.00 12 -20.00 0.0031
2022-05-25 2022-03-31 13F ZIONS BANCORPORATION N A COM Stock 989701107 233 122 109.91 15 114.29 0.0038
2022-02-17 2021-12-31 13F/A-1 ZIONS BANCORPORATION N A COM Stock 989701107 111 111 7 0.0020
2022-02-07 2021-12-31 13F ZIONS BANCORPORATION N A COM Stock 989701107 111 111 7 0.0020
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.