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Moody National Bank Trust Division’s Zscaler ZS Stock Holding History

Moody National Bank Trust Division’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 		$616K Buy
3,091
+1,132
+58% +$193K 0.05% 327
2026
Q2 		$277K Buy
1,959
+137
+8% +$19.1K 0.02% 438
2026
Q1 		$256K Buy
1,822
+87
+5% +$15.4K 0.02% 440
2025
Q4 		$390K Sell
1,735
-995
-36% -$281K 0.04% 371
2025
Q3 		$818K Sell
2,730
-56
-2% -$16K 0.07% 289
2025
Q2 		$875K Sell
2,786
-36
-1% -$8.97K 0.08% 270
2025
Q1 		$560K Buy
2,822
+10
+0.4% +$1.99K 0.06% 325
2024
Q4 		$507K Sell
2,812
-144
-5% -$27.9K 0.05% 345
2024
Q3 		$505K Buy
2,956
+107
+4% +$19.5K 0.05% 347
2024
Q2 		$548K Buy
2,849
+91
+3% +$16.2K 0.04% 303
2024
Q1 		$531K Sell
2,758
-28
-1% -$6.26K 0.04% 322
2023
Q4 		$617K Sell
2,786
-348
-11% -$64.4K 0.05% 289
2023
Q3 		$488K Buy
3,134
+488
+18% +$73.2K 0.03% 388
2023
Q2 		$387K Buy
2,646
+54
+2% +$6.59K 0.03% 449
2023
Q1 		$303K Sell
2,592
-7
-0.3% -$840 0.03% 509
2022
Q4 		$291K Sell
2,599
-42
-2% -$5.71K 0.03% 497
2022
Q3 		$434K Hold
2,641
– – 0.04% 360
2022
Q2 		$395K Sell
2,641
-2,425
-48% -$429K 0.04% 343
2022
Q1 		$1.22M Sell
5,066
-2,149
-30% -$528K 0.04% 191
2021
Q4 		$2.32M Sell
7,215
-35,748
-83% -$11.3M 0.07% 104
2021
Q3 		$11.3M Sell
42,963
-55
-0.1% -$13.8K 0.17% 75
2021
Q2 		$9.29M Sell
43,018
-90
-0.2% -$17.1K 0.19% 91
2021
Q1 		$7.4M Hold
43,108
– – 0.18% 106
2020
Q4 		$8.61M Hold
43,108
– – 0.22% 89
2020
Q3 		$6.07M Hold
43,108
– – 0.19% 108
2020
Q2 		$4.72M Buy
+43,108
New +$3.58M 0.15% 124
2019
Q2 		– Sell
-99
Closed -$7K – 991
2019
Q1 		$7K Buy
+99
New +$5.26K ﹤0.01% 744

Other funds holding ZS

GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Moody National Bank Trust Division's ZS Position: Q3 2026 in Review

Moody National Bank Trust Division increased its Zscaler (ZS) stake by 58% in Q3 2026, buying an estimated $193K and bringing the position to 3,091 shares worth $616K. The position accounts for 0.05% of the portfolio, ranked #327.

Moody National Bank Trust Division first reported a position in ZS in Q1 2019 and has held it in 27 quarters since. The position peaked at $11.3M in Q3 2021. 22 funds tracked by Wall St. Rank hold ZS as of Q3 2026.

  • Moody National Bank Trust Division held 3,091 shares of Zscaler worth $616K as of Q3 2026.
  • Moody National Bank Trust Division bought 1,132 Zscaler shares in Q3 2026, an estimated $193K.
  • Zscaler made up 0.05% of Moody National Bank Trust Division's portfolio in Q3 2026, its #327 holding.
  • Moody National Bank Trust Division first reported a position in Zscaler in Q1 2019 and has held it in 27 quarters since.
  • Moody National Bank Trust Division's Zscaler position peaked at $11.3M in Q3 2021.
  • 22 funds tracked by Wall St. Rank held Zscaler as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.