EASTERLY INVESTMENT PARTNERS LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1766150
BEVERLY, MA
Position in ZION
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,388,102
+$981,671 QoQ
Shares Held
77,874
+1.8% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#127
of 599 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZION Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026EASTERLY INVESTMENT PARTNERS LLC holds $85,599,414 across 14 Banks - Regional names. ZION ranks #7 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COLB |
Columbia Banking System, Inc.
|
884,032 | $28,333,225 | |
| 2 | FNB |
Fnb Corp/Pa/
|
572,259 | $10,918,701 | |
| 3 | FITB |
Fifth Third Bancorp
|
179,834 | $10,137,242 | |
| 4 | USB |
US Bancorp \De\
|
110,000 | $6,644,000 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
86,200 | $6,040,034 | |
| 6 | ONB |
Old National Bancorp /In/
|
229,113 | $5,934,026 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
77,874 | $5,388,102 | |
| 8 | ASB |
Associated Banc-Corp
|
136,613 | $4,203,582 |
All Filings in ZION
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,388,102 | 77,874 | Shares | Sole | 2026-07-23 | |
| 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. | ||||||