EASTERLY INVESTMENT PARTNERS LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1766150
BEVERLY, MA
Position in ZION
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$4,406,431
-$296,028 QoQ
Shares Held
76,474
-4.8% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ZION Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026EASTERLY INVESTMENT PARTNERS LLC holds $47,743,241 across 9 Banks - Regional names. ZION ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COLB |
Columbia Banking System, Inc.
|
725,392 | $19,897,502 | |
| 2 | FNB |
Fnb Corp/Pa/
|
476,257 | $7,963,017 | |
| 3 | ONB |
Old National Bancorp /In/
|
271,221 | $5,993,984 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
76,474 | $4,406,431 | |
| 5 | FITB |
Fifth Third Bancorp
|
63,144 | $2,933,670 | |
| 6 | ASB |
Associated Banc-Corp
|
107,132 | $2,770,433 | |
| 7 | FLG |
Flagstar Bank, National Association
|
174,096 | $2,292,844 | |
| 8 | FCF |
First Commonwealth Financial Corp /Pa/
|
64,369 | $1,131,607 |
All Filings in ZION
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,406,431 | 76,474 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,702,459 | 80,329 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,232,868 | 57,138 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,191,089 | 61,438 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,399,404 | 68,179 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,752,960 | 69,179 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,266,632 | 69,179 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,644,330 | 37,914 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,905,867 | 43,914 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,927,647 | 43,940 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,690,071 | 48,440 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,247,378 | 46,440 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $698,596 | 23,341 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||