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Farther Finance Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

Farther Finance Advisors’s Portfolio ZWS Stock Details ZWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$78.4K Buy
1,688
+349
+26% +$16.9K ﹤0.01% 3057
2026
Q2 		$67.3K Buy
1,339
+73
+6% +$3.57K ﹤0.01% 3010
2026
Q1 		$57.1K Sell
1,266
-1,034
-45% -$49.4K ﹤0.01% 2899
2025
Q4 		$107K Buy
2,300
+437
+23% +$20.5K ﹤0.01% 2311
2025
Q3 		$87.6K Buy
1,863
+1,473
+378% +$63.6K ﹤0.01% 2113
2025
Q2 		$14.3K Sell
390
-107
-22% -$3.68K ﹤0.01% 2880
2025
Q1 		$16.5K Buy
497
+64
+15% +$2.31K ﹤0.01% 2482
2024
Q4 		$16.2K Buy
433
+79
+22% +$3.01K ﹤0.01% 2178
2024
Q3 		$12.7K Sell
354
-20
-5% -$633 ﹤0.01% 2271
2024
Q2 		$10.8K Buy
374
+80
+27% +$2.52K ﹤0.01% 2049
2024
Q1 		$9.74K Buy
294
+19
+7% +$585 ﹤0.01% 1779
2023
Q4 		$8.09K Buy
+275
New +$7.79K ﹤0.01% 1715

Other funds holding ZWS

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Farther Finance Advisors's ZWS Position: Q3 2026 in Review

Farther Finance Advisors increased its Zurn Elkay Water Solutions (ZWS) stake by 26% in Q3 2026, buying an estimated $16.9K and bringing the position to 1,688 shares worth $78.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3057.

Farther Finance Advisors first reported a position in ZWS in Q4 2023 and has held it in 12 quarters since. The position peaked at $107K in Q4 2025. 9 funds tracked by Wall St. Rank hold ZWS as of Q3 2026.

  • Farther Finance Advisors held 1,688 shares of Zurn Elkay Water Solutions worth $78.4K as of Q3 2026.
  • Farther Finance Advisors bought 349 Zurn Elkay Water Solutions shares in Q3 2026, an estimated $16.9K.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3057 holding.
  • Farther Finance Advisors first reported a position in Zurn Elkay Water Solutions in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Zurn Elkay Water Solutions position peaked at $107K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.