Key Financial Inc’s Zscaler ZS Stock Holding History

Key Financial Inc’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 Q3	$10.8K	Hold	54	–	–	﹤0.01%	842
2026 Q2	$7.62K	Hold	54	–	–	﹤0.01%	936
2026 Q1	$7.58K	Hold	54	–	–	﹤0.01%	943
2025 Q4	$12.1K	Hold	54	–	–	﹤0.01%	835
2025 Q3	$16.4K	Hold	54	–	–	﹤0.01%	754
2025 Q2	$17K	Hold	54	–	–	﹤0.01%	727
2025 Q1	$10.7K	Hold	54	–	–	﹤0.01%	800
2024 Q4	$9.7K	Hold	54	–	–	﹤0.01%	816
2024 Q3	$9.23K	Hold	54	–	–	﹤0.01%	818
2024 Q2	$10.4K	Hold	54	–	–	﹤0.01%	765
2024 Q1	$10.4K	Hold	54	–	–	﹤0.01%	742
2023 Q4	$12K	Hold	54	–	–	﹤0.01%	694
2023 Q3	$8.4K	Hold	54	–	–	﹤0.01%	762
2023 Q2	$7.9K	Hold	54	–	–	﹤0.01%	789
2023 Q1	$6.31K	Hold	54	–	–	﹤0.01%	777
2022 Q4	$8.88K	Hold	54	–	–	﹤0.01%	655
2022 Q3	$9K	Hold	54	–	–	﹤0.01%	666
2022 Q2	$8K	Hold	54	–	–	﹤0.01%	704
2022 Q1	$13K	Hold	54	–	–	0.01%	577
2021 Q4	$17K	Hold	54	–	–	0.01%	519
2021 Q3	$14K	Hold	54	–	–	0.01%	522
2021 Q2	$13K	Hold	54	–	–	0.01%	534
2021 Q1	$9K	Hold	54	–	–	0.01%	513
2020 Q4	$11K	Buy	+54	New	+$8.59K	0.01%	455
2020 Q2	–	Sell	-54	Closed	-$3K	–	674
2020 Q1	$3K	Buy	+54	New	+$2.97K	﹤0.01%	583

Other funds holding ZS

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Key Financial Inc's ZS Position: Q3 2026 in Review

Key Financial Inc held its Zscaler (ZS) position steady in Q3 2026 at 54 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Key Financial Inc first reported a position in ZS in Q1 2020 and has held it in 25 quarters since. The position peaked at $17K in Q4 2021. 551 funds tracked by Wall St. Rank hold ZS as of Q3 2026.

Key Financial Inc held 54 shares of Zscaler worth $10.8K as of Q3 2026.
Key Financial Inc left its Zscaler share count unchanged in Q3 2026.
Zscaler made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #842 holding.
Key Financial Inc first reported a position in Zscaler in Q1 2020 and has held it in 25 quarters since.
Key Financial Inc's Zscaler position peaked at $17K in Q4 2021.
551 funds tracked by Wall St. Rank held Zscaler as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.