Kestra Advisory Services
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Kestra Advisory Services’s ZIM Integrated Shipping Services ZIM Stock Holding History

Kestra Advisory Services’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 		$2.26M Buy
77,006
+1,100
+1% +$29.7K 0.01% 1368
2026
Q2 		$1.97M Buy
75,906
+6,416
+9% +$166K 0.01% 1363
2026
Q1 		$1.83M Buy
69,490
+1,876
+3% +$46.7K 0.01% 1358
2025
Q4 		$1.44M Buy
67,614
+7,152
+12% +$120K 0.01% 1424
2025
Q3 		$819K Sell
60,462
-43
-0.1% -$653 ﹤0.01% 1722
2025
Q2 		$974K Buy
60,505
+4,079
+7% +$64.2K ﹤0.01% 1497
2025
Q1 		$823K Buy
56,426
+6,756
+14% +$127K ﹤0.01% 1503
2024
Q4 		$1.07M Buy
49,670
+18,351
+59% +$403K 0.01% 1379
2024
Q3 		$804K Sell
31,319
-713
-2% -$13.9K ﹤0.01% 1463
2024
Q2 		$710K Buy
32,032
+1,509
+5% +$24.4K ﹤0.01% 1538
2024
Q1 		$309K Sell
30,523
-3,181
-9% -$38.6K ﹤0.01% 1976
2023
Q4 		$333K Buy
33,704
+2,702
+9% +$22.7K ﹤0.01% 1779
2023
Q3 		$324K Buy
31,002
+614
+2% +$7.81K ﹤0.01% 1613
2023
Q2 		$377K Buy
30,388
+9,628
+46% +$155K ﹤0.01% 1470
2023
Q1 		$490K Buy
20,760
+1,181
+6% +$24.8K 0.01% 1295
2022
Q4 		$337K Buy
19,579
+6,323
+48% +$141K ﹤0.01% 1658
2022
Q3 		$312K Buy
13,256
+7,744
+140% +$320K ﹤0.01% 1576
2022
Q2 		$260K Buy
5,512
+1,705
+45% +$100K ﹤0.01% 1721
2022
Q1 		$277K Sell
3,807
-20,616
-84% -$1.43M ﹤0.01% 1640
2021
Q4 		$1.44M Buy
24,423
+5,137
+27% +$263K 0.01% 825
2021
Q3 		$978K Buy
+19,286
New +$901K 0.01% 1032

Other funds holding ZIM

YLHM
Yelin Lapidot Holdings Management Tel Aviv, Israel $549M AUM 46.93% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
RHL Group
RHL Group Holly, Michigan $149M AUM 28.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Y.D. More Investments
Y.D. More Investments Ramat Gan, Israel $3.47B AUM 82.09% 1-Year Est. Return

Kestra Advisory Services's ZIM Position: Q3 2026 in Review

Kestra Advisory Services increased its ZIM Integrated Shipping Services (ZIM) stake by 1.4% in Q3 2026, buying an estimated $29.7K and bringing the position to 77,006 shares worth $2.26M. The position accounts for 0.01% of the portfolio, ranked #1368.

Kestra Advisory Services first reported a position in ZIM in Q3 2021 and has held it in 21 quarters since. 87 funds tracked by Wall St. Rank hold ZIM as of Q3 2026.

  • Kestra Advisory Services held 77,006 shares of ZIM Integrated Shipping Services worth $2.26M as of Q3 2026.
  • Kestra Advisory Services bought 1,100 ZIM Integrated Shipping Services shares in Q3 2026, an estimated $29.7K.
  • ZIM Integrated Shipping Services made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1368 holding.
  • Kestra Advisory Services first reported a position in ZIM Integrated Shipping Services in Q3 2021 and has held it in 21 quarters since.
  • 87 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.