KF
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Krilogy Financial’s Zscaler ZS Stock Holding History

Krilogy Financial’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 		$549K Sell
3,886
-1,381
-26% -$193K 0.02% 604
2026
Q1 		$708K Sell
5,267
-5,748
-52% -$1.02M 0.02% 465
2025
Q4 		$2.36M Sell
11,015
-4,272
-28% -$1.21M 0.08% 191
2025
Q3 		$4.95M Buy
+15,287
New +$4.36M 0.19% 94
2024
Q3 		– Sell
-12,100
Closed -$2.33M – 232
2024
Q2 		$2.33M Buy
+12,100
New +$2.15M 0.17% 109

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 $3.37T AUM 44.26% 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

Krilogy Financial's ZS Position: Q2 2026 in Review

Krilogy Financial reduced its Zscaler (ZS) stake by 26% in Q2 2026, selling an estimated $193K and leaving 3,886 shares worth $549K. The position accounts for 0.02% of the portfolio, ranked #604.

Krilogy Financial first reported a position in ZS in Q2 2024 and has held it in 5 quarters since. The position peaked at $4.95M in Q3 2025. 743 funds tracked by Wall St. Rank hold ZS as of Q2 2026.

  • Krilogy Financial held 3,886 shares of Zscaler worth $549K as of Q2 2026.
  • Krilogy Financial sold 1,381 Zscaler shares in Q2 2026, an estimated $193K.
  • Zscaler made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #604 holding.
  • Krilogy Financial first reported a position in Zscaler in Q2 2024 and has held it in 5 quarters since.
  • Krilogy Financial's Zscaler position peaked at $4.95M in Q3 2025.
  • 743 funds tracked by Wall St. Rank held Zscaler as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.