account_balance
Investment manager · 13F filer · SEC CIK 109380
Zions Bancorporation, National Association /ut/
Reported value$1.67Bas of Jun 30, 2026
Positions1629 211 new, 111 sold out
Top 10 weight56%IVV alone is 19%
FiledJul 3131 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVV
iShares Core S&P 500 ETF
19.4%Added
IWS
iShares Russell Mid-Cap Value
9.3%
VTI
Vanguard Total Stock Market ET
6.3%Trimmed
IWP
iShares Russell Mid-Cap Growth
5.8%Added
AVUV
American Centy Tr US Sml Cp Va
4.1%
AGG
iShares Core US Aggregate Bond
3.6%Trimmed
IJH
iShares Core S&P Mid-Cap ETF
2.3%
NVDA
Nvidia Corp
2.2%Trimmed
AAPL
Apple Inc
1.8%Trimmed
GOOG
1.3%
1619 others
43.9%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed