Zions Bancorporation, National Association
DE ˙ DB ˙ US9897011071
51,50 € ↓ -1,50 (-2,83%)
2026-06-04
DEL PRIS
SecurityDE:ZB1 / Zions Bancorporation, National Association
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership2,807 shares
Latest Disclosed Value $ 161,739
IFP Advisors, Inc reports 2.47% decrease in ownership of ZB1 / Zions Bancorporation, National Association

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 2,807 shares of Zions Bancorporation, National Association (DE:ZB1) valued at $138,638 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,878 shares of Zions Bancorporation, National Association. This represents a change in shares of -2.47% during the quarter. The current value of the position is $144,560 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)
2026-04-13 2026-03-31 13F ZIONS BANCORPORATION NATL AS cs 989701107 2,807 -71 -2.47 162 -4.17 0.0034
2026-02-06 2025-12-31 13F ZIONS BANCORPORATION N A cs 989701107 2,878 45 1.59 168 5.00 0.0038
2026-02-06 2025-09-30 13F/A-1 ZIONS BANCORPORATION N cs 989701107 2,833 2,413 574.52 160 213.73 0.0042
2025-12-02 2025-09-30 13F ZIONS BANCORPORATION N cs 989701107 2,793 2,373 163 0.0042
2025-07-24 2025-06-30 13F ZIONS BANCORPORATION N A cs 989701107 420 -130 -23.64 52 88.89 0.0015
2025-05-05 2025-03-31 13F ZIONS BANCORPORATION N A cs 989701107 550 56 11.34 27 3.85 0.0008
2025-02-04 2024-12-31 13F ZIONS BANCORPORATION N A cs 989701107 494 14 2.92 27 18.18 0.0009
2025-02-04 2024-09-30 13F ZIONS BANCORPORATION N A cs 989701107 480 -1,364 -73.97 23 -72.15 0.0008
2024-07-30 2024-06-30 13F ZIONS BANCORPORATION N A cs 989701107 1,844 179 10.75 80 9.72 0.0032
2024-07-30 2024-03-31 13F ZIONS BANCORPORATION N A cs 989701107 1,665 356 27.20 72 26.32 0.0032
2024-01-09 2023-12-31 13F ZIONS BANCORPORATION N A cs 989701107 1,309 867 196.15 57 280.00 0.0027
2023-10-12 2023-09-30 13F ZIONS BANCORPORATION N A cs 989701107 442 -512 -53.67 15 -40.00 0.0007
2023-08-14 2023-06-30 13F/A-1 ZIONS BANCORPORATION N A cs 989701107 954 823 628.24 26 257.14 0.0011
2023-08-04 2023-06-30 13F ZIONS BANCORPORATION N A cs 989701107 954 823 53 0.0025
2023-04-18 2023-03-31 13F ZIONS BANCORPORATION N A cs 989701107 131 -1,636 -92.59 7 0.0003
2023-02-07 2022-12-31 13F ZIONS BANCORPORATION N A cs 989701107 1,767 -1,602 -47.55 0 -100.00 0.0033
2022-11-08 2022-09-30 13F ZIONS BANCORPORATION N A cs 989701107 3,369 1,000 42.21 206 36.42 0.0054
2022-09-06 2022-06-30 13F/A-1 ZIONS BANCORPORATION N A cs 989701107 2,369 0 0.00 151 0.00 0.0048
2022-09-06 2022-03-31 13F/A-1 ZIONS BANCORPORATION N A cs 989701107 2,369 1,885 389.46 151 387.10 0.0048
2022-08-08 2022-03-31 13F ZIONS BANCORPORATION N A COM Stock 989701107 494 10 28 0.0006
2022-01-12 2021-12-31 13F ZIONS BANCORPORATION N A COM Stock 989701107 484 114 30.81 31 34.78 0.0006
2021-10-06 2021-09-30 13F ZIONS BANCORPORATION N A COM Stock 989701107 370 145 64.44 23 91.67 0.0005
2021-07-13 2021-06-30 13F ZIONS BANCORPORATION N A COM Stock 989701107 225 14 6.64 12 0.00 0.0002
2021-04-30 2021-03-31 13F ZIONS BANCORPORATION N A COM Stock 989701107 211 0 0.00 12 20.00 0.0002
2021-01-25 2020-12-31 13F ZIONS BANCORPORATION N A COM Stock 989701107 211 0 0.00 10 100.00 0.0004
2020-10-29 2020-09-30 13F ZIONS BANCORPORATION N A COM Stock 989701107 211 -40 -15.94 5 -37.50 0.0003
2020-08-05 2020-06-30 13F ZIONS BANCORPORATION N A COM Stock 989701107 251 73 41.01 8 60.00 0.0006
2020-05-12 2020-03-31 13F ZIONS BANCORPORATION N A COM Stock 989701107 178 39 28.06 5 -28.57 0.0005
2020-01-17 2019-12-31 13F ZIONS BANCORPORATION N A COM Stock 989701107 139 -136 -49.45 7 -41.67 0.0005
2019-11-07 2019-09-30 13F ZIONS BANCORPORATION N A COM Stock 989701107 275 -45 -14.06 12 -20.00 0.0008
2019-05-15 2019-03-31 13F ZIONS BANCORPORATION N A Stock 989701107 320 -272 -45.95 15 -37.50 0.0020
2019-06-03 2018-12-31 13F/A-10 ZIONS BANCORPORATION N A COM Stock 989701107 592 -918 -60.79 24 -68.42 0.0015
2019-01-23 2018-12-31 13F ZIONS BANCORPORATION N A COM Stock 989701107 592 -918 24 0.0015
2019-06-03 2018-09-30 13F/A-9 ZIONS BANCORPORATION N A COM Stock 989701107 1,510 -1,206 -44.40 76 -46.85 0.0031
2018-10-25 2018-09-30 13F ZIONS BANCORPORATION N A COM Stock 989701107 1,510 -1,206 76 0.0031
2019-06-03 2018-06-30 13F/A-8 ZIONS BANCORPORATION COM Stock 989701107 2,716 680 33.40 143 38.83 0.0060
2018-08-07 2018-06-30 13F ZIONS BANCORPORATION COM Stock 989701107 2,716 939 143
2019-06-03 2018-03-31 13F/A-7 ZIONS BANCORPORATION COM Stock 989701107 2,036 0 0.00 103 0.00 0.0047
2018-05-09 2018-03-31 13F ZIONS BANCORPORATION COM Stock 989701107 1,777 -259 94
2019-06-03 2017-12-31 13F/A-6 ZIONS BANCORPORATION COM Stock 989701107 2,036 -3,189 -61.03 103 -58.30 0.0047
2018-01-24 2017-12-31 13F ZIONS BANCORPORATION COM Stock 989701107 2,036 -3,189 103
2017-10-30 2017-09-30 13F ZIONS BANCORPORATION COM Stock 989701107 5,225 -226 -4.15 247 3.35 0.0098
2019-06-03 2017-06-30 13F/A-5 ZIONS BANCORPORATION COM Stock 989701107 5,451 2,220 68.71 239 75.74 0.0101
2017-07-31 2017-06-30 13F ZIONS BANCORPORATION COM Stock 989701107 5,451 2,220 239
2019-06-03 2017-03-31 13F/A-4 ZIONS BANCORPORATION COM Stock 989701107 3,231 -45 -1.37 136 -3.55 0.0059
2017-04-26 2017-03-31 13F ZIONS BANCORPORATION COM Stock 989701107 3,231 -45 136
2019-06-03 2016-12-31 13F/A-3 ZIONS BANCORPORATION COM Stock 989701107 3,276 24 0.74 141 39.60 0.0068
2017-02-14 2016-12-31 13F ZIONS BANCORPORATION COM Stock 989701107 3,276 24 141
2016-11-04 2016-09-30 13F ZIONS BANCORPORATION COM Stock 989701107 3,252 13 0.40 101 24.69 0.0053
2019-06-03 2016-06-30 13F/A-2 ZIONS BANCORPORATION COM Stock 989701107 3,239 2,919 912.19 81 440.00 0.0045
2016-08-22 2016-06-30 13F ZIONS BANCORPORATION COM Stock 989701107 3,239 2,919 81
2019-06-03 2016-03-31 13F/A-1 ZIONS BANCORPORATION N A Stock 989701107 320 -969 -75.17 15 -57.14 0.0020
2016-05-02 2016-03-31 13F ZIONS BANCORPORATION COM Stock 989701107 3,648 2,359 88
2016-02-11 2015-12-31 13F ZIONS BANCORPORATION COM Stock 989701107 1,289 1,289 35 0.0023
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.