Zions Bancorporation, National Association· ZION

🇺🇸 US · MidSP400NASDAQ

Financial Services Banks - Regional Website

Price: $65.00
Day: +0.03%
Mkt Cap: $9.49B
52W Range: $46.19 – $73.34
Volume: 10.0K
Beta: 0.77

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.2 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 619 institutions hold; 339 added, 163 reduced
Insiders Q3 2026: no purchases, 8 sales ($6.3M)

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Zions Bancorporation, National Association

ZION|Financial Services|Banks - Regional

Current price: $65

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

6.1x

vs own 6-quarter average

Seller breadth · Q3 2026

3 sellers

vs 2.6 avg per quarter

Institutional net breadth · Q2 2026

+213

421 adding vs 208 reducing

Institutional ownership · Q2 2026

84.2%

619 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

14.2M

+1.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

11.1M

+2.9%

DIMENSIONAL FUND ADVISORS LP

7.6M

+2.8%

VANGUARD CAPITAL MANAGEMENT LLC

6.6M

+1.1%

STATE STREET CORP

5.9M

+1.4%

LSV ASSET MANAGEMENT

3.9M

-0.8%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

227

76 buying227 unchanged65 selling

367 funds held ZION in Q2 2026, holding 157.6M shares between them, up 0.8% on the quarter.

Largest fund holders

SPDR SERIES TRUST2.1M sh

MADISON FUNDS39.1K sh

Series Portfolios Trust38.1K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Aug 3

MCLEAN SCOTT J

$2.3M

Sale · Aug 4

MCLEAN SCOTT J

$1.3M

Sale · Feb 18

Smith Jennifer Anne

$1.3M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 22, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

ZION Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.2/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-100

Institutional Flow

50% weight

+100

Fund Flow

10% weight

Overall Smart Money sentiment of 3.2/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 21, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for ZION

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Very Bearish

Heavy insider selling in Q3 2026

8 sales totaling $6.3M (95.4K shares)

Share volume is 6x the historical average, extreme level

3 different insiders sold this quarter

Buying seen in 4 of 15 quarters

6.1x

Selling pace

vs own 6-qtr average

Heavy

2.71%

Stake sold

of active insiders' holdings

3 sellers

Seller breadth

vs 2.2 avg per quarter

Q1 2026

Last insider purchase

buying in 4 of 16 quarters

Notable Recent Transactions, ZION

Top 8 highest-value insider trades from the last 8 quarters

MCLEAN SCOTT J

President

Sell

32,000 shares at $70.84

≈58.7% of their stake at the time

Aug 3, 2026$2.27M

MCLEAN SCOTT J

President

Sell

18,820 shares at $70.63

≈20.5% of their stake at the time

Aug 4, 2026$1.33M

Smith Jennifer Anne

EVP

Sell

22,673 shares at $56.47

≈43.6% of their stake at the time

Feb 18, 2025$1.28M

MCLEAN SCOTT J

President

Sell

18,000 shares at $70.56

≈20.2% of their stake at the time

Aug 3, 2026$1.27M

MCLEAN SCOTT J

President

Sell

17,315 shares at $61.15

≈17.0% of their stake at the time

Feb 2, 2026$1.06M

MCLEAN SCOTT J

President

Sell

14,465 shares at $70.63

≈16.2% of their stake at the time

Aug 4, 2026$1.02M

MCLEAN SCOTT J

President

Sell

11,665 shares at $61.14

≈12.4% of their stake at the time

Feb 2, 2026$713.23K

STEPHENS STEVEN DAN

EVP

Sell

10,000 shares at $55.71

≈17.9% of their stake at the time

Feb 12, 2025$557.12K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for ZION

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

84.2% institutional ownership

Strong accumulation: 421 institutions adding vs 208 reducing positions

13F shares increased by 6.1%, a significant shift

Momentum improving from prior quarter

+213

Net breadth

421 adding vs 208 reducing

Strong accumulation

2.02

Add / reduce ratio

in Q2 2026

+37

New − closed

82 initiated, 45 exited

8 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+421 growing-208 shrinkingNet: +213

339

163

New (82)

Increased (339)

Reduced (163)

Closed (45)

Top Institutional Holders, ZION

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

14.2M

$982.2M

Ownership

9.72%

+1.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

11.1M

$768.5M

Ownership

7.60%

+2.9%

DIMENSIONAL FUND ADVISORS LP

7.6M

$528.9M

Ownership

5.23%

+2.8%

VANGUARD CAPITAL MANAGEMENT LLC

6.6M

$458.9M

Ownership

4.54%

+1.1%

STATE STREET CORP

5.9M

$410.2M

Ownership

4.06%

+1.4%

LSV ASSET MANAGEMENT

3.9M

$267.0M

Ownership

2.64%

-0.8%

GEODE CAPITAL MANAGEMENT, LLC

3.1M

$211.8M

Ownership

2.09%

+1.4%

MORGAN STANLEY

3.0M

$210.4M

Ownership

2.08%

-0.1%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 368 ETFs and mutual funds reporting

76 buying65 sellingNet: +11

227

Buying (76)

Unchanged (227)

Selling (65)

In total, funds bought 2.4M shares and sold 1.1M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

368 ETFs and mutual funds reporting

76 buying vs 65 selling (balanced)

Top Fund Holders, ZION

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

2.1M

Weight

10.62%

Jul 31, 2026No change

MADISON FUNDS

39.1K

Weight

0.81%

Jul 31, 2026No change

Series Portfolios Trust

38.1K

Weight

24.24%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

34.4K

Weight

0.00%

Jul 31, 2026Increased

Northern Lights Fund Trust

16.3K

Weight

0.03%

Jul 31, 2026No change

GLENMEDE FUND INC

4.0K

Weight

0.25%

Jul 31, 2026No change

BlackRock Variable Series Funds, Inc.

3.1K

Weight

0.00%

Jun 30, 2026Decreased

MASSMUTUAL SELECT FUNDS

3.0K

Weight

0.17%

Jun 30, 2026Decreased

Zions Bancorporation, National Association· ZION

Holdings Analysis

Insider Trading Activity

1.3Transaction History132Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings149Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History132Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings149Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights