EverSource Wealth Advisors
ZUMZ icon

EverSource Wealth Advisors’s Zumiez ZUMZ Stock Holding History

EverSource Wealth Advisors’s Portfolio ZUMZ Stock Details ZUMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.94K Sell
443
-52
-11% -$911 ﹤0.01% 3206
2026
Q2 		$8.81K Sell
495
-124
-20% -$2.77K ﹤0.01% 2975
2026
Q1 		$13.7K Buy
619
+88
+17% +$2.14K ﹤0.01% 2744
2025
Q4 		$13.8K Buy
531
+128
+32% +$3.08K ﹤0.01% 2625
2025
Q3 		$7.9K Sell
403
-683
-63% -$11.3K ﹤0.01% 2948
2025
Q2 		$14.4K Buy
1,086
+1,050
+2,917% +$13.3K ﹤0.01% 2558
2025
Q1 		$536 Buy
36
+27
+300% +$416 ﹤0.01% 3435
2024
Q4 		$173 Buy
+9
New +$192 ﹤0.01% 3457
2023
Q1 		– Sell
-151
Closed -$3.28K – 2553
2022
Q4 		$3.28K Buy
151
+88
+140% +$1.95K ﹤0.01% 1750
2022
Q3 		$1K Buy
+63
New +$1.65K ﹤0.01% 1930
2022
Q2 		– Sell
-65
Closed -$2K – 1913
2022
Q1 		$2K Hold
65
– – ﹤0.01% 1601
2021
Q4 		$3K Buy
+65
New +$2.97K ﹤0.01% 1472

Other funds holding ZUMZ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

EverSource Wealth Advisors's ZUMZ Position: Q3 2026 in Review

EverSource Wealth Advisors reduced its Zumiez (ZUMZ) stake by 11% in Q3 2026, selling an estimated $911 and leaving 443 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #3206.

EverSource Wealth Advisors first reported a position in ZUMZ in Q4 2021 and has held it in 12 quarters since. The position peaked at $14.4K in Q2 2025. 29 funds tracked by Wall St. Rank hold ZUMZ as of Q3 2026.

  • EverSource Wealth Advisors held 443 shares of Zumiez worth $5.94K as of Q3 2026.
  • EverSource Wealth Advisors sold 52 Zumiez shares in Q3 2026, an estimated $911.
  • Zumiez made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #3206 holding.
  • EverSource Wealth Advisors first reported a position in Zumiez in Q4 2021 and has held it in 12 quarters since.
  • EverSource Wealth Advisors's Zumiez position peaked at $14.4K in Q2 2025.
  • 29 funds tracked by Wall St. Rank held Zumiez as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.