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
2026 Q1	–	Sell	-3	Closed	-$43	–	970
2025 Q4	$43	Buy	+3	New	+$47	﹤0.01%	2570

Other funds holding ZSQR

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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 29.84% 1-Year Est. Return

SageView Advisory Group's ZSQR Position: Q1 2026 in Review

SageView Advisory Group sold out of Z Squared Inc (ZSQR) in Q1 2026, closing a stake of 3 shares — an estimated $43 sold.

SageView Advisory Group first reported a position in ZSQR in Q4 2025 and held it in 1 quarter. The position peaked at $43 in Q4 2025. 14 funds tracked by Wall St. Rank hold ZSQR as of Q1 2026.

SageView Advisory Group reported no remaining Z Squared Inc position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 3 Z Squared Inc shares in Q1 2026, an estimated $43.
SageView Advisory Group first reported a position in Z Squared Inc in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Z Squared Inc position peaked at $43 in Q4 2025.
14 funds tracked by Wall St. Rank held Z Squared Inc as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.