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B. Riley Wealth Advisors’s Zscaler ZS Stock Holding History

B. Riley Wealth Advisors’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
Q3 		$766K Sell
3,841
-46
-1% -$7.84K 0.03% 450
2026
Q2 		$535K Buy
+3,887
New +$542K 0.03% 448
2025
Q4 		– Sell
-814
Closed -$244K – 1172
2025
Q3 		$244K Sell
814
-50
-6% -$14.3K 0.01% 808
2025
Q2 		$271K Sell
864
-450
-34% -$112K 0.01% 754
2025
Q1 		$261K Sell
1,314
-725
-36% -$144K 0.01% 1040
2024
Q4 		$368K Sell
2,039
-7,978
-80% -$1.54M 0.01% 793
2024
Q3 		$1.71M Buy
10,017
+5
+0% +$913 0.05% 352
2024
Q2 		$1.92M Buy
10,012
+6,251
+166% +$1.11M 0.05% 348
2024
Q1 		$585K Buy
3,761
+111
+3% +$24.8K 0.02% 721
2023
Q4 		$809K Sell
3,650
-111
-3% -$20.6K 0.02% 596
2023
Q3 		$585K Buy
3,761
+63
+2% +$9.45K 0.02% 721
2023
Q2 		$541K Buy
3,698
+224
+6% +$27.4K 0.01% 811
2023
Q1 		$406K Sell
3,474
-769
-18% -$92.3K 0.01% 905
2022
Q4 		$475K Buy
4,243
+138
+3% +$18.7K 0.01% 807
2022
Q3 		$675K Sell
4,105
-144
-3% -$23.6K 0.02% 648
2022
Q2 		$636K Sell
4,249
-4,176
-50% -$738K 0.03% 568
2022
Q1 		$2.03M Buy
8,425
+4,078
+94% +$1M 0.07% 300
2021
Q4 		$1.4M Sell
4,347
-420
-9% -$132K 0.04% 435
2021
Q3 		$1.25M Sell
4,767
-2,377
-33% -$597K 0.04% 453
2021
Q2 		$1.54M Sell
7,144
-1,551
-18% -$295K 0.05% 401
2021
Q1 		$1.49M Buy
8,695
+5,310
+157% +$1.05M 0.05% 380
2020
Q4 		$676K Sell
3,385
-1,062
-24% -$169K 0.04% 441
2020
Q3 		$617K Buy
4,447
+642
+17% +$83.3K 0.03% 460
2020
Q2 		$417K Buy
+3,805
New +$316K 0.03% 518
2020
Q1 		– Sell
-6,383
Closed -$297K – 909
2019
Q4 		$297K Sell
6,383
-395
-6% -$18.3K 0.03% 604
2019
Q3 		$321K Sell
6,778
-3,280
-33% -$236K 0.03% 570
2019
Q2 		$771K Buy
+10,058
New +$716K 0.08% 248

Other funds holding ZS

GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

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

B. Riley Wealth Advisors reduced its Zscaler (ZS) stake by 1.2% in Q3 2026, selling an estimated $7.84K and leaving 3,841 shares worth $766K. The position accounts for 0.03% of the portfolio, ranked #450.

B. Riley Wealth Advisors first reported a position in ZS in Q2 2019 and has held it in 27 quarters since. The position peaked at $2.03M in Q1 2022. 57 funds tracked by Wall St. Rank hold ZS as of Q3 2026.

  • B. Riley Wealth Advisors held 3,841 shares of Zscaler worth $766K as of Q3 2026.
  • B. Riley Wealth Advisors sold 46 Zscaler shares in Q3 2026, an estimated $7.84K.
  • Zscaler made up 0.03% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #450 holding.
  • B. Riley Wealth Advisors first reported a position in Zscaler in Q2 2019 and has held it in 27 quarters since.
  • B. Riley Wealth Advisors's Zscaler position peaked at $2.03M in Q1 2022.
  • 57 funds tracked by Wall St. Rank held Zscaler as of Q3 2026.

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