Kestra Advisory Services’s Zumiez ZUMZ Stock Holding History

Kestra Advisory Services’s Portfolio ZUMZ Stock Details ZUMZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,025	Closed	-$26.7K	–	4446
2025 Q4	$26.7K	Buy	+1,025	New	+$24.6K	﹤0.01%	4355

Other funds holding ZUMZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Kestra Advisory Services's ZUMZ Position: Q1 2026 in Review

Kestra Advisory Services sold out of Zumiez (ZUMZ) in Q1 2026, closing a stake of 1,025 shares — an estimated $26.7K sold.

Kestra Advisory Services first reported a position in ZUMZ in Q4 2025 and held it in 1 quarter. The position peaked at $26.7K in Q4 2025. 130 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2026.

Kestra Advisory Services reported no remaining Zumiez position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 1,025 Zumiez shares in Q1 2026, an estimated $26.7K.
Kestra Advisory Services first reported a position in Zumiez in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's Zumiez position peaked at $26.7K in Q4 2025.
130 funds tracked by Wall St. Rank held Zumiez as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.