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Independent Financial Group’s Zscaler ZS Stock Holding History

Independent Financial Group’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 		$2.78M Buy
19,666
+2,003
+11% +$279K 0.05% 364
2026
Q1 		$2.48M Sell
17,663
-1,452
-8% -$258K 0.06% 349
2025
Q4 		$4.3M Buy
19,115
+383
+2% +$108K 0.1% 196
2025
Q3 		$5.61M Sell
18,732
-377
-2% -$107K 0.13% 140
2025
Q2 		$6M Buy
19,109
+318
+2% +$79.3K 0.17% 116
2025
Q1 		$3.73M Sell
18,791
-10
-0.1% -$1.99K 0.13% 160
2024
Q4 		$3.39M Sell
18,801
-35
-0.2% -$6.78K 0.11% 177
2024
Q3 		$3.22M Buy
18,836
+527
+3% +$96.2K 0.12% 170
2024
Q2 		$3.52M Buy
18,309
+4,273
+30% +$760K 0.14% 136
2024
Q1 		$2.7M Buy
14,036
+1,286
+10% +$288K 0.12% 163
2023
Q4 		$2.82M Sell
12,750
-1,187
-9% -$220K 0.15% 146
2023
Q3 		$2.17M Buy
13,937
+1,360
+11% +$204K 0.14% 161
2023
Q2 		$1.84M Buy
12,577
+170
+1% +$20.8K 0.13% 179
2023
Q1 		$1.45M Buy
12,407
+84
+0.7% +$10.1K 0.12% 202
2022
Q4 		$1.38M Buy
12,323
+175
+1% +$23.8K 0.12% 172
2022
Q3 		$2M Buy
12,148
+10
+0.1% +$1.64K 0.18% 110
2022
Q2 		$1.81M Sell
12,138
-75
-0.6% -$13.3K 0.19% 124
2022
Q1 		$2.95M Buy
12,213
+11,310
+1,252% +$2.78M 0.24% 84
2021
Q4 		$290K Sell
903
-865
-49% -$272K 0.02% 609
2021
Q3 		$464K Sell
1,768
-497
-22% -$125K 0.05% 383
2021
Q2 		$489K Sell
2,265
-93
-4% -$17.7K 0.05% 373
2021
Q1 		$405K Sell
2,358
-475
-17% -$94.4K 0.05% 380
2020
Q4 		$566K Buy
2,833
+1,254
+79% +$199K 0.08% 277
2020
Q3 		$222K Sell
1,579
-1,169
-43% -$152K 0.04% 430
2020
Q2 		$301K Buy
+2,748
New +$228K 0.07% 316

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 $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

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

Independent Financial Group increased its Zscaler (ZS) stake by 11% in Q2 2026, buying an estimated $279K and bringing the position to 19,666 shares worth $2.78M. The position accounts for 0.05% of the portfolio, ranked #364.

Independent Financial Group first reported a position in ZS in Q2 2020 and has held it in 25 quarters since. The position peaked at $6M in Q2 2025. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Independent Financial Group held 19,666 shares of Zscaler worth $2.78M as of Q2 2026.
  • Independent Financial Group bought 2,003 Zscaler shares in Q2 2026, an estimated $279K.
  • Zscaler made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #364 holding.
  • Independent Financial Group first reported a position in Zscaler in Q2 2020 and has held it in 25 quarters since.
  • Independent Financial Group's Zscaler position peaked at $6M in Q2 2025.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

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