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Fiduciary Financial Group’s Zscaler ZS Stock Holding History

Fiduciary Financial Group’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
2025
Q4 		– Sell
-685
Closed -$205K – 348
2025
Q3 		$205K Sell
685
-9
-1% -$2.57K 0.03% 314
2025
Q2 		$213K Buy
+694
New +$173K 0.04% 287

Other funds holding ZS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiduciary Financial Group's ZS Position: Q4 2025 in Review

Fiduciary Financial Group sold out of Zscaler (ZS) in Q4 2025, closing a stake of 685 shares — an estimated $205K sold.

Fiduciary Financial Group first reported a position in ZS in Q2 2025 and held it in 2 quarters. The position peaked at $213K in Q2 2025. 889 funds tracked by Wall St. Rank hold ZS as of Q4 2025.

  • Fiduciary Financial Group reported no remaining Zscaler position as of Q4 2025 after selling out during the quarter.
  • Fiduciary Financial Group sold 685 Zscaler shares in Q4 2025, an estimated $205K.
  • Fiduciary Financial Group first reported a position in Zscaler in Q2 2025 and held it in 2 quarters.
  • Fiduciary Financial Group's Zscaler position peaked at $213K in Q2 2025.
  • 889 funds tracked by Wall St. Rank held Zscaler as of Q4 2025.

Based on Fiduciary Financial Group's 13F filing for Q4 2025, filed 12 Jan 2026.