IFG
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Independent Financial Group’s Zillow Z Stock Holding History

Independent Financial Group’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,239
Closed -$240K – 1277
2024
Q4 		$240K Sell
3,239
-62
-2% -$4.43K 0.01% 1000
2024
Q3 		$211K Buy
+3,301
New +$177K 0.01% 1052
2024
Q2 		– Sell
-12,122
Closed -$591K – 1154
2024
Q1 		$591K Sell
12,122
-439
-3% -$23.9K 0.03% 529
2023
Q4 		$727K Sell
12,561
-224
-2% -$9.87K 0.04% 450
2023
Q3 		$590K Buy
12,785
+4,340
+51% +$223K 0.04% 446
2023
Q2 		$424K Buy
8,445
+327
+4% +$15K 0.03% 524
2023
Q1 		$361K Sell
8,118
-1
-0% -$42 0.03% 545
2022
Q4 		$262K Sell
8,119
-250
-3% -$8.28K 0.02% 608
2022
Q3 		$239K Buy
+8,369
New +$291K 0.02% 610
2022
Q2 		– Sell
-8,969
Closed -$442K – 830
2022
Q1 		$442K Buy
+8,969
New +$482K 0.04% 464

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return