PGF
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Plan Group Financial’s ZIM Integrated Shipping Services ZIM Stock Holding History

Plan Group Financial’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
Q2 		$717K Buy
27,590
+17,000
+161% +$439K 0.15% 108
2026
Q1 		$279K Buy
10,590
+590
+6% +$14.7K 0.07% 177
2025
Q4 		$212K Buy
+10,000
New +$168K 0.06% 189

Other funds holding ZIM

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
YLHM
Yelin Lapidot Holdings Management Tel Aviv, Israel $527M AUM 50.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Plan Group Financial's ZIM Position: Q2 2026 in Review

Plan Group Financial increased its ZIM Integrated Shipping Services (ZIM) stake by 161% in Q2 2026, buying an estimated $439K and bringing the position to 27,590 shares worth $717K. The position accounts for 0.15% of the portfolio, ranked #108.

Plan Group Financial first reported a position in ZIM in Q4 2025 and has held it in 3 quarters since. 246 funds tracked by Wall St. Rank hold ZIM as of Q2 2026.

  • Plan Group Financial held 27,590 shares of ZIM Integrated Shipping Services worth $717K as of Q2 2026.
  • Plan Group Financial bought 17,000 ZIM Integrated Shipping Services shares in Q2 2026, an estimated $439K.
  • ZIM Integrated Shipping Services made up 0.15% of Plan Group Financial's portfolio in Q2 2026, its #108 holding.
  • Plan Group Financial first reported a position in ZIM Integrated Shipping Services in Q4 2025 and has held it in 3 quarters since.
  • 246 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.