B. Riley Wealth Advisors’s ZIM Integrated Shipping Services ZIM Stock Holding History

B. Riley Wealth Advisors’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 Q3	$1.24M	Buy	+42,266	New	+$1.14M	0.05%	331
2026 Q1	–	Sell	-52,544	Closed	-$1.12M	–	1135
2025 Q4	$1.12M	Buy	52,544 +5,176	+11%	+$86.8K	0.05%	329
2025 Q3	$642K	Buy	47,368 +19,211	+68%	+$292K	0.03%	458
2025 Q2	$453K	Buy	28,157 +6,757	+32%	+$106K	0.02%	560
2025 Q1	$312K	Buy	+21,400	New	+$402K	0.01%	955
2022 Q3	–	Sell	-12,753	Closed	-$603K	–	1547
2022 Q2	$603K	Sell	12,753 -1,664	-12%	-$97.7K	0.03%	583
2022 Q1	$1.05M	Buy	+14,417	New	+$997K	0.03%	473

Other funds holding ZIM

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

DIM

DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

JPWM

Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

B. Riley Wealth Advisors's ZIM Position: Q3 2026 in Review

B. Riley Wealth Advisors opened a new position in ZIM Integrated Shipping Services (ZIM) in Q3 2026: 42,266 shares worth $1.24M. The stake represents 0.05% of the portfolio and ranks #331 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in ZIM as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in ZIM in Q1 2022 and has held it in 7 quarters since. 16 funds tracked by Wall St. Rank hold ZIM as of Q3 2026.

B. Riley Wealth Advisors held 42,266 shares of ZIM Integrated Shipping Services worth $1.24M as of Q3 2026.
ZIM Integrated Shipping Services was a new B. Riley Wealth Advisors position in Q3 2026.
ZIM Integrated Shipping Services made up 0.05% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #331 holding.
B. Riley Wealth Advisors first reported a position in ZIM Integrated Shipping Services in Q1 2022 and has held it in 7 quarters since.
16 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.