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Joe Edmiston Jr.

Zions Bancorporation, National Association Ut

Assets Managed
$1.551B
Holdings
1529
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
-28.32%(2Q avg: -10.69%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Zions Bancorporation, National Association Ut's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1529 positions.

Assets under management

The assets under management (AUM) of Zions Bancorporation, National Association Ut over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.551B in assets, with a quarterly growth rate of -28.32% and a 2-quarter average growth rate of -10.69%. The portfolio is managed by Joe Edmiston Jr., and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -10.9%
17.85%
$276.793M
423,743 shares@ $653.21 avg price
IWS
Ishares Russell Mid-cap Valu
Recent Activity
Decreased -0.1%
8.91%
$138.095M
947,543 shares@ $145.75 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -2.01%
6.49%
$100.637M
313,698 shares@ $320.81 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -3.07%
4.47%
$69.286M
697,954 shares@ $99.27 avg price
IWP
Ishares Russell Mid-cap Grow
Recent Activity
Increased 0.66%
4.17%
$64.666M
504,731 shares@ $128.13 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -0.46%
3.87%
$60.004M
543,168 shares@ $110.48 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -32.95%
2.92%
$45.173M
259,020 shares@ $174.4 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -51.23%
2.11%
$32.687M
484,030 shares@ $67.54 avg price
AAPL
Apple Inc
Recent Activity
Decreased -41.69%
1.79%
$27.76M
109,383 shares@ $253.8 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -46.39%
1.32%
$20.45M
98,190 shares@ $208.27 avg price

1-10 of 1529