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JNBA Financial Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

JNBA Financial Advisors’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
Q2 		$556 Buy
+11
New +$538 ﹤0.01% 803
2016
Q4 		– Sell
-685
Closed -$7K – 1383
2016
Q3 		$7K Buy
+685
New +$6.94K ﹤0.01% 1148

Other funds holding ZWS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

JNBA Financial Advisors's ZWS Position: Q2 2026 in Review

JNBA Financial Advisors opened a new position in Zurn Elkay Water Solutions (ZWS) in Q2 2026: 11 shares worth $556. The stake represents ﹤0.01% of the portfolio and ranks #803 among its holdings. This is a return to the name: JNBA Financial Advisors previously reported a position in ZWS as recently as Q3 2016.

JNBA Financial Advisors first reported a position in ZWS in Q3 2016 and has held it in 2 quarters since. The position peaked at $7K in Q3 2016. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • JNBA Financial Advisors held 11 shares of Zurn Elkay Water Solutions worth $556 as of Q2 2026.
  • Zurn Elkay Water Solutions was a new JNBA Financial Advisors position in Q2 2026.
  • Zurn Elkay Water Solutions made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #803 holding.
  • JNBA Financial Advisors first reported a position in Zurn Elkay Water Solutions in Q3 2016 and has held it in 2 quarters since.
  • JNBA Financial Advisors's Zurn Elkay Water Solutions position peaked at $7K in Q3 2016.
  • 436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.