Long-term investor
Zions Bancorporation, National Association @zionsbancorporationnatio
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000109380).
Record
- Tracked since 2025-06-30 (434 days), 67 trades recorded
- Returns: week n/a · month n/a · 90 days +9.7% · 6 months +8.9% · 1 year +14.8% · all +14.8%
- Max drawdown -2.2% · Sharpe 0.89 · win rate 16% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 19.4% · long · since 2025-06-30
- IWS · 9.3% · long · since 2025-06-30
- VTI · 6.3% · long · since 2025-06-30
- IWP · 5.8% · long · since 2025-06-30
- AVUV · 4.1% · long · since 2025-06-30
- AGG · 3.6% · long · since 2025-06-30
- IJH · 2.3% · long · since 2025-06-30
- NVDA · 2.2% · long · since 2025-06-30
- AAPL · 1.8% · long · since 2025-06-30
- GOOG · 1.3% · long · since 2025-06-30
- VIG · 1.0% · long · since 2025-06-30
- IWO · 0.9% · long · since 2025-06-30