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Independent Financial Group’s Zurn Elkay Water Solutions ZWS Stock Holding History

Independent Financial Group’s Portfolio ZWS Stock Details ZWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$760K Buy
+16,364
New +$791K 0.01% 791

Other funds holding ZWS

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

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

Independent Financial Group opened a new position in Zurn Elkay Water Solutions (ZWS) in Q3 2026: 16,364 shares worth $760K. The stake represents 0.01% of the portfolio and ranks #791 among its holdings.

15 funds tracked by Wall St. Rank hold ZWS as of Q3 2026.

  • Independent Financial Group held 16,364 shares of Zurn Elkay Water Solutions worth $760K as of Q3 2026.
  • Zurn Elkay Water Solutions was a new Independent Financial Group position in Q3 2026.
  • Zurn Elkay Water Solutions made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #791 holding.
  • 15 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2026.

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