Dimensional Fund Advisors Lp ownership in ZION / Zions Bancorporation, National Association

Zions Bancorporation, National Association

US ˙ NasdaqGS ˙ US9897011071

Security	ZION / Zions Bancorporation, National Association
Institution	Dimensional Fund Advisors Lp
Latest Disclosed Ownership	7,420,688 shares
Ownership	5.00%

2026-01-21 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 7,420,688 shares of Zions Bancorporation, National Association (US:ZION). This represents 5.0 percent ownership of the company.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2026-01-21	2026-01-21	13G		7,420,688		5.00

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-07	2026-03-31	13F	ZIONS BANCORPORATION NATL AS	COM	989701107	7,477,126	56,438	0.76	430,813	-0.83	0.0895
2026-02-12	2025-12-31	13F	ZIONS BANCORPORATION N A	COM	989701107	7,420,688	77,612	1.06	434,407	4.56	0.0911
2025-11-12	2025-09-30	13F	ZIONS BANCORPORATION N A	COM	989701107	7,343,076	30,552	0.42	415,474	9.39	0.0892
2025-08-12	2025-06-30	13F	ZIONS BANCORPORATION N A	COM	989701107	7,312,524	272,051	3.86	379,811	8.20	0.0879
2025-05-13	2025-03-31	13F	ZIONS BANCORPORATION N A	COM	989701107	7,040,473	233,252	3.43	351,027	-4.95	0.0873
2025-02-13	2024-12-31	13F	ZIONS BANCORPORATION N A	COM	989701107	6,807,221	175,656	2.65	369,295	17.93	0.0887
2024-11-07	2024-09-30	13F	ZIONS BANCORPORATION N A	COM	989701107	6,631,565	382,729	6.12	313,134	15.55	0.0760
2024-08-09	2024-06-30	13F	ZIONS BANCORPORATION N A	COM	989701107	6,248,836	929,251	17.47	271,003	17.38	0.0708
2024-05-10	2024-03-31	13F	ZIONS BANCORPORATION N A	COM	989701107	5,319,585	303,178	6.04	230,870	4.90	0.0625
2024-02-07	2023-12-31	13F	ZIONS BANCORPORATION N A	COM	989701107	5,016,407	927,899	22.70	220,077	54.28	0.0643
2023-11-09	2023-09-30	13F	ZIONS BANCORPORATION N A	COM	989701107	4,088,508	508,209	14.19	142,644	48.32	0.0468
2023-08-09	2023-06-30	13F	ZIONS BANCORPORATION N A	COM	989701107	3,580,299	-246,581	-6.44	96,171	-16.04	0.0307
2023-05-12	2023-03-31	13F	ZIONS BANCORPORATION N A	COM	989701107	3,826,880	-136,397	-3.44	114,542	58,941.75	0.0386
2023-02-09	2022-12-31	13F	ZIONS BANCORPORATION N A	COM	989701107	3,963,277	-6,329	-0.16	195	-99.90	0.0576
2022-11-10	2022-09-30	13F	ZIONS BANCORPORATION N A	COM	989701107	3,969,606	-143,441	-3.49	201,903	-3.56	0.0775
2022-08-12	2022-06-30	13F	ZIONS BANCORPORATION N A	COM	989701107	4,113,047	-162,563	-3.80	209,356	-25.32	0.0751
2022-05-13	2022-03-31	13F	ZIONS BANCORPORATION N A	COM	989701107	4,275,610	43,151	1.02	280,322	4.86	0.0864
2022-02-09	2021-12-31	13F	ZIONS BANCORPORATION N A	COM	989701107	4,232,459	-311,158	-6.85	267,321	-4.94	0.0808
2021-11-12	2021-09-30	13F	ZIONS BANCORPORATION N A	COM	989701107	4,543,617	71,343	1.60	281,218	18.96	0.0906
2021-08-12	2021-06-30	13F	ZIONS BANCORPORATION N A	COM	989701107	4,472,274	10,515	0.24	236,402	-3.60	0.0748
2021-05-14	2021-03-31	13F	ZIONS BANCORPORATION N A	COM	989701107	4,461,759	-418,387	-8.57	245,225	15.68	0.0811
2021-03-08	2020-12-31	13F/A-2	ZIONS BANCORPORATION N A	COM	989701107	4,880,146	-32,389	-0.66	211,992	47.69	0.0766
2021-02-11	2020-12-31	13F	ZIONS BANCORPORATION N A	COM	989701107	4,880,146	-32,389		211,992		76,560.2424
2020-11-12	2020-09-30	13F	ZIONS BANCORPORATION N A	COM	989701107	4,912,535	64,408	1.33	143,540	-12.91	0.0609
2020-08-13	2020-06-30	13F	ZIONS BANCORPORATION N A	COM	989701107	4,848,127	521,776	12.06	164,814	42.34	0.0724
2020-05-14	2020-03-31	13F	ZIONS BANCORPORATION N A	COM	989701107	4,326,351	493,690	12.88	115,787	-41.81	0.0603
2020-02-14	2019-12-31	13F	ZIONS BANCORPORATION N A	COM	989701107	3,832,661	47,467	1.25	198,989	18.08	0.0725
2019-11-12	2019-09-30	13F	ZIONS BANCORPORATION N A	COM	989701107	3,785,194	634,571	20.14	168,515	16.34	0.0655
2019-08-13	2019-06-30	13F	ZIONS BANCORPORATION N A	COM	989701107	3,150,623	240,311	8.26	144,850	9.60	0.0562
2019-08-12	2019-03-31	13F/A-2	ZIONS BANCORPORATION N A	COM	989701107	2,910,312	81,667	2.89	132,159	14.68	0.0526
2019-05-10	2019-03-31	13F	ZIONS BANCORPORATION N A	COM	989701107	2,910,312	81,667		132,159
2019-02-26	2018-12-31	13F/A-1	ZIONS BANCORPORATION N A	COM	989701107	2,828,645	41,191	1.48	115,238	-17.56	0.0522
2019-02-13	2018-12-31	13F	ZIONS BANCORPORATION N A	COM	989701107	2,828,645	41,191		115,238
2018-11-13	2018-09-30	13F	ZIONS BANCORPORATION	COM	989701107	2,787,454	5,768	0.21	139,792	-4.63	0.0532
2018-08-10	2018-06-30	13F	ZIONS BANCORPORATION	COM	989701107	2,781,686	12,681	0.46	146,578	0.39	0.0584
2018-05-11	2018-03-31	13F	ZIONS BANCORPORATION	COM	989701107	2,769,005	-6,092	-0.22	146,010	3.50	0.0609
2018-02-12	2017-12-31	13F	ZIONS BANCORPORATION	COM	989701107	2,775,097	-183,649	-6.21	141,072	1.06	0.0585
2017-11-13	2017-09-30	13F	ZIONS BANCORPORATION	COM	989701107	2,958,746	-870,088	-22.72	139,589	-16.98	0.0610
2017-08-11	2017-06-30	13F	ZIONS BANCORPORATION	COM	989701107	3,828,834	-419,139	-9.87	168,129	-5.77	0.0776
2017-05-12	2017-03-31	13F	ZIONS BANCORPORATION	COM	989701107	4,247,973	-504,510	-10.62	178,418	-12.77	0.0853
2017-02-09	2016-12-31	13F	ZIONS BANCORPORATION	COM	989701107	4,752,483	-659,070	-12.18	204,545	21.85	0.1022
2016-11-10	2016-09-30	13F	ZIONS BANCORPORATION	COM	989701107	5,411,553	51,850	0.97	167,860	24.63	0.0907
2016-08-09	2016-06-30	13F	ZIONS BANCORPORATION	COM	989701107	5,359,703	393,926	7.93	134,689	12.03	0.0775
2016-05-13	2016-03-31	13F	ZIONS BANCORPORATION	COM	989701107	4,965,777	880,910	21.57	120,226	7.81	0.0720
2016-02-10	2015-12-31	13F	ZIONS BANCORPORATION	COM	989701107	4,084,867	91,850	2.30	111,518	1.41	0.0695
2015-11-13	2015-09-30	13F	ZIONS BANCORPORATION	COM	989701107	3,993,017	41,447	1.05	109,970	-12.31	0.0722
2015-08-14	2015-06-30	13F	ZIONS BANCORPORATION	COM	989701107	3,951,570	-76,834	-1.91	125,403	15.30	0.0768
2015-05-14	2015-03-31	13F	ZIONS BANCORPORATION	COM	989701107	4,028,404	69,066	1.74	108,764	-3.65	0.0687
2015-02-06	2014-12-31	13F	ZIONS BANCORPORATION	COM	989701107	3,959,338	205,206	5.47	112,883	3.47	0.0741
2014-11-13	2014-09-30	13F	ZIONS BANCORPORATION	COM	989701107	3,754,132	-25,962	-0.69	109,098	-2.07	0.0773
2014-08-08	2014-06-30	13F	ZIONS BANCORPORATION	COM	989701107	3,780,094	33,490	0.89	111,401	-4.01	0.0774
2014-05-14	2014-03-31	13F	ZIONS BANCORPORATION	COM	989701107	3,746,604	11,498	0.31	116,054	3.71	0.0867
2014-02-12	2013-12-31	13F	ZIONS BANCORPORATION	COM	989701107	3,735,106	315,535	9.23	111,902	19.35	0.0872
2013-11-13	2013-09-30	13F	ZIONS BANCORPORATION	COM	989701107	3,419,571	34,127	1.01	93,760	-4.11	0.0811
2013-08-15	2013-06-30	13F	ZIONS BANCORPORATION	COM	989701107	3,385,444	3,385,444		97,777		0.0921

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.