SAG
ZSQR

SageView Advisory Group’s Z Squared Inc ZSQR Stock Holding History

SageView Advisory Group’s Portfolio ZSQR Stock Details ZSQR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$43 Buy
+3
New +$47 ﹤0.01% 2570

Other funds holding ZSQR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AIM
Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SageView Advisory Group's ZSQR Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Z Squared Inc (ZSQR) in Q4 2025: 3 shares worth $43. The stake represents ﹤0.01% of the portfolio and ranks #2570 among its holdings.

15 funds tracked by Wall St. Rank hold ZSQR as of Q4 2025.

  • SageView Advisory Group held 3 shares of Z Squared Inc worth $43 as of Q4 2025.
  • Z Squared Inc was a new SageView Advisory Group position in Q4 2025.
  • Z Squared Inc made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2570 holding.
  • 15 funds tracked by Wall St. Rank held Z Squared Inc as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.