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 $2.93B AUM 37.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Financial Group's Z Position: Q1 2025 in Review

Independent Financial Group sold out of Zillow (Z) in Q1 2025, closing a stake of 3,239 shares — an estimated $240K sold.

Independent Financial Group first reported a position in Z in Q1 2022 and held it in 10 quarters. The position peaked at $727K in Q4 2023. 499 funds tracked by Wall St. Rank hold Z as of Q1 2025.

Independent Financial Group reported no remaining Zillow position as of Q1 2025 after selling out during the quarter.
Independent Financial Group sold 3,239 Zillow shares in Q1 2025, an estimated $240K.
Independent Financial Group first reported a position in Zillow in Q1 2022 and held it in 10 quarters.
Independent Financial Group's Zillow position peaked at $727K in Q4 2023.
499 funds tracked by Wall St. Rank held Zillow as of Q1 2025.

Based on Independent Financial Group's 13F filing for Q1 2025, filed 19 May 2026.