Edgestream Partners, L.P.

Position in ZION — Zions Bancorporation, National Association /Ut/

CIK 1535061 Princeton, NJ

Position in ZION

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$11,505,676

+$4,819,004 QoQ

Shares Held

199,682

+74.8% QoQ

Ownership

0.136%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Edgestream Partners, L.P. holds $207,224,386 across 43 Banks - Regional names. ZION ranks #4 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPOP	Popular, Inc.	111,147	$14,912,592
2	FBP	First Bancorp /Pr/	607,965	$12,986,132
3	CATY	Cathay General Bancorp	254,118	$12,670,323
4	ZION	Zions Bancorporation, National Association /Ut/ This page	199,682	$11,505,676
5	EWBC	East West Bancorp Inc	88,080	$9,403,420
6	OZK	Bank OZK	203,186	$9,324,205
7	FFBC	First Financial Bancorp /Oh/	333,019	$9,284,569
8	HWC	Hancock Whitney Corp	132,984	$8,456,452

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,505,676	199,682	+74.8%	Shares	Sole	2026-05-18
2025-12-31	$6,686,672	114,224	+18.2%	Shares	Sole	2026-02-13
2025-03-31	$4,817,273	96,616	+279.3%	Shares	Sole	2025-05-02
2024-12-31	$1,381,747	25,470	+43.6%	Shares	Sole	2025-02-07
2024-03-31	$770,002	17,742	-71.7%	Shares	Sole	2024-05-10
2023-06-30	$1,684,927	62,730	-20.4%	Shares	Sole	2023-08-10
2023-03-31	$2,359,770	78,843	+750.6%	Shares	Sole	2023-05-15
2022-12-31	$455,664	9,269	-9.9%	Shares	Sole	2023-02-13
2022-09-30	$523,145	10,286	+107.3%	Shares	Sole	2022-11-14
2021-06-30	$262,291	4,962	-45.9%	Shares	Sole	2021-08-10
2021-03-31	$503,763	9,166	-89.8%	Shares	Sole	2021-05-06
2020-03-31	$2,413,190	90,179	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.