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Allworth Financial’s ZIM Integrated Shipping Services ZIM Stock Holding History

Allworth Financial’s Portfolio ZIM Stock Details ZIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$92K Hold
3,537
– – ﹤0.01% 1996
2026
Q1 		$93.2K Hold
3,537
– – ﹤0.01% 1874
2025
Q4 		$75.1K Sell
3,537
-100
-3% -$1.68K ﹤0.01% 1933
2025
Q3 		$49.3K Hold
3,637
– – ﹤0.01% 2113
2025
Q2 		$58.5K Buy
3,637
+2,537
+231% +$40K ﹤0.01% 1860
2025
Q1 		$15.5K Hold
1,100
– – ﹤0.01% 2215
2024
Q4 		$18.2K Hold
1,100
– – ﹤0.01% 2165
2024
Q3 		$28.2K Hold
1,100
– – ﹤0.01% 1697
2024
Q2 		$18.6K Buy
1,100
+1,000
+1,000% +$16.2K ﹤0.01% 1927
2024
Q1 		$1.01K Hold
100
– – ﹤0.01% 3077
2023
Q4 		$987 Hold
100
– – ﹤0.01% 2947
2023
Q3 		$1.04K Hold
100
– – ﹤0.01% 2836
2023
Q2 		$1.24K Hold
100
– – ﹤0.01% 2660
2023
Q1 		$2.36K Buy
+100
New +$2.1K ﹤0.01% 2343

Other funds holding ZIM

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
YLHM
Yelin Lapidot Holdings Management Tel Aviv, Israel $527M AUM 50.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allworth Financial's ZIM Position: Q2 2026 in Review

Allworth Financial held its ZIM Integrated Shipping Services (ZIM) position steady in Q2 2026 at 3,537 shares worth $92K. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

Allworth Financial first reported a position in ZIM in Q1 2023 and has held it in 14 quarters since. The position peaked at $93.2K in Q1 2026. 246 funds tracked by Wall St. Rank hold ZIM as of Q2 2026.

  • Allworth Financial held 3,537 shares of ZIM Integrated Shipping Services worth $92K as of Q2 2026.
  • Allworth Financial left its ZIM Integrated Shipping Services share count unchanged in Q2 2026.
  • ZIM Integrated Shipping Services made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1996 holding.
  • Allworth Financial first reported a position in ZIM Integrated Shipping Services in Q1 2023 and has held it in 14 quarters since.
  • Allworth Financial's ZIM Integrated Shipping Services position peaked at $93.2K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.