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Fiduciary Alliance’s Zscaler ZS Stock Holding History

Fiduciary Alliance’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
Q2 		$244K Buy
+1,730
New +$241K 0.02% 486
2023
Q3 		– Sell
-35
Closed -$5.12K – 979
2023
Q2 		$5.12K Buy
+35
New +$4.27K ﹤0.01% 691
2023
Q1 		– Sell
-25
Closed -$2.8K – 895
2022
Q4 		$2.8K Buy
+25
New +$3.4K ﹤0.01% 635

Other funds holding ZS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fiduciary Alliance's ZS Position: Q2 2026 in Review

Fiduciary Alliance opened a new position in Zscaler (ZS) in Q2 2026: 1,730 shares worth $244K. The stake represents 0.02% of the portfolio and ranks #486 among its holdings. This is a return to the name: Fiduciary Alliance previously reported a position in ZS as recently as Q2 2023.

Fiduciary Alliance first reported a position in ZS in Q4 2022 and has held it in 3 quarters since. 747 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Fiduciary Alliance held 1,730 shares of Zscaler worth $244K as of Q2 2026.
  • Zscaler was a new Fiduciary Alliance position in Q2 2026.
  • Zscaler made up 0.02% of Fiduciary Alliance's portfolio in Q2 2026, its #486 holding.
  • Fiduciary Alliance first reported a position in Zscaler in Q4 2022 and has held it in 3 quarters since.
  • 747 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.