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Allegiance Financial Group Advisory Services’s Zscaler ZS Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio ZS Stock Details ZS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,397
Closed -$314K – 217
2025
Q4 		$314K Buy
1,397
+19
+1% +$5.36K 0.07% 124
2025
Q3 		$413K Buy
1,378
+24
+2% +$6.84K 0.1% 79
2025
Q2 		$425K Sell
1,354
-17
-1% -$4.24K 0.11% 73
2025
Q1 		$272K Buy
+1,371
New +$273K 0.08% 102

Other funds holding ZS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allegiance Financial Group Advisory Services's ZS Position: Q1 2026 in Review

Allegiance Financial Group Advisory Services sold out of Zscaler (ZS) in Q1 2026, closing a stake of 1,397 shares — an estimated $314K sold.

Allegiance Financial Group Advisory Services first reported a position in ZS in Q1 2025 and held it in 4 quarters. The position peaked at $425K in Q2 2025. 751 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Allegiance Financial Group Advisory Services reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 1,397 Zscaler shares in Q1 2026, an estimated $314K.
  • Allegiance Financial Group Advisory Services first reported a position in Zscaler in Q1 2025 and held it in 4 quarters.
  • Allegiance Financial Group Advisory Services's Zscaler position peaked at $425K in Q2 2025.
  • 751 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.