JACOBS LEVY EQUITY MANAGEMENT, INC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 884414
FLORHAM PARK, NJ
Position in ZION
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,083,873
+$2,102,590 QoQ
Shares Held
279,137
+16.9% QoQ
Ownership
0.190%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
16 quarters on record
Voting authority
Sole 67.96805869519268.ToString("F0")%
Shared 0.ToString("F0")%
None 32.03194130480732.ToString("F0")%
Common Shares in ZION Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $538,145,889 across 69 Banks - Regional names. ZION ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
11,234,499 | $161,439,750 | |
| 2 | BPOP |
Popular, Inc.
|
815,808 | $109,456,959 | |
| 3 | CFR |
Cullen/Frost Bankers, Inc.
|
275,059 | $37,705,087 | |
| 4 | BKU |
BankUnited, Inc.
|
719,166 | $32,477,536 | |
| 5 | TCBI |
Texas Capital Bancshares Inc/Tx
|
301,899 | $28,644,177 | |
| 6 | FBP |
First Bancorp /Pr/
|
1,298,560 | $27,737,241 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
279,137 | $16,083,873 | |
| 8 | OFG |
Ofg Bancorp
|
394,866 | $15,976,278 |
All Filings in ZION
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,083,873 | 279,137 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,981,283 | 238,833 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,977,291 | 70,295 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $5,727,164 | 110,265 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,221,722 | 144,840 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,328,859 | 116,661 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,803,356 | 59,368 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,465,367 | 56,845 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,959,162 | 45,142 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $38,179,233 | 1,421,416 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $50,983,450 | 1,703,423 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $75,683,442 | 1,539,533 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $70,048,562 | 1,377,282 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $21,883,131 | 429,924 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,131,945 | 32,519 | Shares | Sole | 2022-05-16 | |
| 2020-06-30 | $224,604 | 6,606 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||