Jones Financial Companies
ZS icon

Jones Financial Companies’s Zscaler ZS Stock Holding History

Jones Financial Companies’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 		$4.82M Buy
36,407
+5,426
+18% +$757K ﹤0.01% 1209
2026
Q1 		$4.13M Buy
30,981
+11,025
+55% +$1.96M ﹤0.01% 1144
2025
Q4 		$4.49M Buy
19,956
+2,911
+17% +$822K ﹤0.01% 669
2025
Q3 		$5.02M Buy
17,045
+2,046
+14% +$583K ﹤0.01% 568
2025
Q2 		$4.73M Buy
14,999
+2,399
+19% +$598K ﹤0.01% 514
2025
Q1 		$2.61M Buy
12,600
+4,022
+47% +$801K ﹤0.01% 589
2024
Q4 		$1.55M Buy
8,578
+1,857
+28% +$359K ﹤0.01% 628
2024
Q3 		$1.15M Buy
+6,721
New +$1.23M ﹤0.01% 568
2024
Q2 		– Sell
-230
Closed -$44.3K – 2458
2024
Q1 		$44.3K Buy
230
+100
+77% +$22.4K ﹤0.01% 755
2023
Q4 		$28.8K Buy
+130
New +$24.1K ﹤0.01% 544
2023
Q1 		– Sell
-8
Closed -$1K – 798
2022
Q4 		$1K Buy
+8
New +$1.09K ﹤0.01% 722

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 $3.38T AUM 44.17% 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

Jones Financial Companies's ZS Position: Q2 2026 in Review

Jones Financial Companies increased its Zscaler (ZS) stake by 18% in Q2 2026, buying an estimated $757K and bringing the position to 36,407 shares worth $4.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Jones Financial Companies first reported a position in ZS in Q4 2022 and has held it in 11 quarters since. The position peaked at $5.02M in Q3 2025. 748 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Jones Financial Companies held 36,407 shares of Zscaler worth $4.82M as of Q2 2026.
  • Jones Financial Companies bought 5,426 Zscaler shares in Q2 2026, an estimated $757K.
  • Zscaler made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1209 holding.
  • Jones Financial Companies first reported a position in Zscaler in Q4 2022 and has held it in 11 quarters since.
  • Jones Financial Companies's Zscaler position peaked at $5.02M in Q3 2025.
  • 748 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.