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BFC Planning, Inc.’s Zscaler ZS Stock Holding History

BFC Planning, Inc.’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 		$22.3K Buy
158
+45
+40% +$6.27K ﹤0.01% 1962
2026
Q1 		$15.9K Sell
113
-67
-37% -$11.9K ﹤0.01% 1818
2025
Q4 		$40.5K Buy
180
+43
+31% +$12.1K ﹤0.01% 1456
2025
Q3 		$41.1K Buy
137
+13
+10% +$3.71K ﹤0.01% 1268
2025
Q2 		$38.9K Buy
124
+13
+12% +$3.24K ﹤0.01% 1220
2025
Q1 		$22K Buy
111
+11
+11% +$2.19K ﹤0.01% 1417
2024
Q4 		$18K Buy
+100
New +$19.4K ﹤0.01% 1502

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 $3.38T AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 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

BFC Planning, Inc.'s ZS Position: Q2 2026 in Review

BFC Planning, Inc. increased its Zscaler (ZS) stake by 40% in Q2 2026, buying an estimated $6.27K and bringing the position to 158 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

BFC Planning, Inc. first reported a position in ZS in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.1K in Q3 2025. 752 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • BFC Planning, Inc. held 158 shares of Zscaler worth $22.3K as of Q2 2026.
  • BFC Planning, Inc. bought 45 Zscaler shares in Q2 2026, an estimated $6.27K.
  • Zscaler made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1962 holding.
  • BFC Planning, Inc. first reported a position in Zscaler in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Zscaler position peaked at $41.1K in Q3 2025.
  • 752 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.