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Burkett Financial Services’s Zscaler ZS Stock Holding History

Burkett Financial 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
Q3 		$26.5K Buy
+133
New +$22.7K 0.01% 218
2025
Q2 		– Sell
-7
Closed -$1.39K – 260
2025
Q1 		$1.39K Buy
+7
New +$1.4K ﹤0.01% 232

Other funds holding ZS

GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Burkett Financial Services's ZS Position: Q3 2026 in Review

Burkett Financial Services opened a new position in Zscaler (ZS) in Q3 2026: 133 shares worth $26.5K. The stake represents 0.01% of the portfolio and ranks #218 among its holdings. This is a return to the name: Burkett Financial Services previously reported a position in ZS as recently as Q1 2025.

Burkett Financial Services first reported a position in ZS in Q1 2025 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold ZS as of Q3 2026.

  • Burkett Financial Services held 133 shares of Zscaler worth $26.5K as of Q3 2026.
  • Zscaler was a new Burkett Financial Services position in Q3 2026.
  • Zscaler made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #218 holding.
  • Burkett Financial Services first reported a position in Zscaler in Q1 2025 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Zscaler as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.