Independent Financial Group’s ZIM Integrated Shipping Services ZIM Stock Holding History

Independent Financial Group’s Portfolio ZIM Stock Details ZIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$281K	Buy	10,809 +500	+5%	+$12.9K	0.01%	1283
2026 Q1	$272K	Sell	10,309 -3,000	-23%	-$74.7K	0.01%	1213
2025 Q4	$283K	Buy	13,309 +3,200	+32%	+$53.7K	0.01%	1179
2025 Q3	$137K	Buy	+10,109	New	+$153K	﹤0.01%	1322
2023 Q4	–	Sell	-14,479	Closed	-$151K	–	1020
2023 Q3	$151K	Buy	14,479 +4,146	+40%	+$52.7K	0.01%	855
2023 Q2	$128K	Buy	+10,333	New	+$166K	0.01%	839
2022 Q2	–	Sell	-5,534	Closed	-$402K	–	831
2022 Q1	$402K	Buy	+5,534	New	+$383K	0.03%	497

Other funds holding ZIM

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

YLHM

Yelin Lapidot Holdings Management Tel Aviv, Israel $527M AUM 50.16% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Independent Financial Group's ZIM Position: Q2 2026 in Review

Independent Financial Group increased its ZIM Integrated Shipping Services (ZIM) stake by 4.9% in Q2 2026, buying an estimated $12.9K and bringing the position to 10,809 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #1283.

Independent Financial Group first reported a position in ZIM in Q1 2022 and has held it in 7 quarters since. The position peaked at $402K in Q1 2022. 246 funds tracked by Wall St. Rank hold ZIM as of Q2 2026.

Independent Financial Group held 10,809 shares of ZIM Integrated Shipping Services worth $281K as of Q2 2026.
Independent Financial Group bought 500 ZIM Integrated Shipping Services shares in Q2 2026, an estimated $12.9K.
ZIM Integrated Shipping Services made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1283 holding.
Independent Financial Group first reported a position in ZIM Integrated Shipping Services in Q1 2022 and has held it in 7 quarters since.
Independent Financial Group's ZIM Integrated Shipping Services position peaked at $402K in Q1 2022.
246 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.