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 Q3	$297K	Sell	1,490 -240	-14%	-$40.9K	0.02%	413
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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Fiduciary Alliance's ZS Position: Q3 2026 in Review

Fiduciary Alliance reduced its Zscaler (ZS) stake by 14% in Q3 2026, selling an estimated $40.9K and leaving 1,490 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #413.

Fiduciary Alliance first reported a position in ZS in Q4 2022 and has held it in 4 quarters since. 358 funds tracked by Wall St. Rank hold ZS as of Q3 2026.

Fiduciary Alliance held 1,490 shares of Zscaler worth $297K as of Q3 2026.
Fiduciary Alliance sold 240 Zscaler shares in Q3 2026, an estimated $40.9K.
Zscaler made up 0.02% of Fiduciary Alliance's portfolio in Q3 2026, its #413 holding.
Fiduciary Alliance first reported a position in Zscaler in Q4 2022 and has held it in 4 quarters since.
358 funds tracked by Wall St. Rank held Zscaler as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.