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Farther Finance Advisors’s ZTO Express ZTO Stock Holding History

Farther Finance Advisors’s Portfolio ZTO Stock Details ZTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51.7K Buy
2,314
+1,089
+89% +$25.9K ﹤0.01% 3221
2026
Q1 		$30.4K Buy
1,225
+148
+14% +$3.47K ﹤0.01% 3362
2025
Q4 		$22.5K Buy
1,077
+734
+214% +$14.5K ﹤0.01% 3361
2025
Q3 		$6.58K Buy
343
+135
+65% +$2.58K ﹤0.01% 3640
2025
Q2 		$3.69K Sell
208
-95
-31% -$1.72K ﹤0.01% 3482
2025
Q1 		$6.01K Buy
303
+120
+66% +$2.34K ﹤0.01% 2964
2024
Q4 		$3.58K Sell
183
-43
-19% -$943 ﹤0.01% 2798
2024
Q3 		$5.6K Sell
226
-131
-37% -$2.71K ﹤0.01% 2595
2024
Q2 		$7.4K Buy
357
+94
+36% +$2.06K ﹤0.01% 2197
2024
Q1 		$5.64K Sell
263
-196
-43% -$3.75K ﹤0.01% 2013
2023
Q4 		$9.77K Buy
+459
New +$10.4K ﹤0.01% 1619

Other funds holding ZTO

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Farther Finance Advisors's ZTO Position: Q2 2026 in Review

Farther Finance Advisors increased its ZTO Express (ZTO) stake by 89% in Q2 2026, buying an estimated $25.9K and bringing the position to 2,314 shares worth $51.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3221.

Farther Finance Advisors first reported a position in ZTO in Q4 2023 and has held it in 11 quarters since. 20 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

  • Farther Finance Advisors held 2,314 shares of ZTO Express worth $51.7K as of Q2 2026.
  • Farther Finance Advisors bought 1,089 ZTO Express shares in Q2 2026, an estimated $25.9K.
  • ZTO Express made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3221 holding.
  • Farther Finance Advisors first reported a position in ZTO Express in Q4 2023 and has held it in 11 quarters since.
  • 20 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.