IFG
ZIM icon

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
Q3 		$258K Sell
8,809
-2,000
-19% -$53.9K ﹤0.01% 1371
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

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group's ZIM Position: Q3 2026 in Review

Independent Financial Group reduced its ZIM Integrated Shipping Services (ZIM) stake by 19% in Q3 2026, selling an estimated $53.9K and leaving 8,809 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Independent Financial Group first reported a position in ZIM in Q1 2022 and has held it in 8 quarters since. The position peaked at $402K in Q1 2022. 16 funds tracked by Wall St. Rank hold ZIM as of Q3 2026.

  • Independent Financial Group held 8,809 shares of ZIM Integrated Shipping Services worth $258K as of Q3 2026.
  • Independent Financial Group sold 2,000 ZIM Integrated Shipping Services shares in Q3 2026, an estimated $53.9K.
  • ZIM Integrated Shipping Services made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1371 holding.
  • Independent Financial Group first reported a position in ZIM Integrated Shipping Services in Q1 2022 and has held it in 8 quarters since.
  • Independent Financial Group's ZIM Integrated Shipping Services position peaked at $402K in Q1 2022.
  • 16 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.