SBK Financial’s Zurn Elkay Water Solutions ZWS Stock Holding History

SBK Financial’s Portfolio ZWS Stock Details ZWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-129	Closed	-$5.78K	–	440
2026 Q1	$5.78K	Buy	+129	New	+$6.16K	﹤0.01%	198

Other funds holding ZWS

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return

Jupiter Topco New York $245B AUM

SBK Financial's ZWS Position: Q2 2026 in Review

SBK Financial sold out of Zurn Elkay Water Solutions (ZWS) in Q2 2026, closing a stake of 129 shares — an estimated $5.78K sold.

SBK Financial first reported a position in ZWS in Q1 2026 and held it in 1 quarter. The position peaked at $5.78K in Q1 2026. 438 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

SBK Financial reported no remaining Zurn Elkay Water Solutions position as of Q2 2026 after selling out during the quarter.
SBK Financial sold 129 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $5.78K.
SBK Financial first reported a position in Zurn Elkay Water Solutions in Q1 2026 and held it in 1 quarter.
SBK Financial's Zurn Elkay Water Solutions position peaked at $5.78K in Q1 2026.
438 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on SBK Financial's 13F filing for Q2 2026, filed 2 Nov 2026.