SPIA
ZSQR

Steward Partners Investment Advisory’s Z Squared Inc ZSQR Stock Holding History

Steward Partners Investment Advisory’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 		$56.1K Hold
5,000
– – ﹤0.01% 2723
2025
Q4 		$71.3K Buy
5,000
+2,500
+100% +$38.9K ﹤0.01% 2485
2025
Q3 		$43.6K Buy
2,500
+1,500
+150% +$18.2K ﹤0.01% 2675
2025
Q2 		$7.8K Hold
1,000
– – ﹤0.01% 3320
2025
Q1 		$9.37K Hold
1,000
– – ﹤0.01% 3129
2024
Q4 		$3.1K Hold
1,000
– – ﹤0.01% 3514
2024
Q3 		$3.6K Buy
+1,000
New +$4.46K ﹤0.01% 3284

Other funds holding ZSQR

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Steward Partners Investment Advisory's ZSQR Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Z Squared Inc (ZSQR) position steady in Q1 2026 at 5,000 shares worth $56.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2723.

Steward Partners Investment Advisory first reported a position in ZSQR in Q3 2024 and has held it in 7 quarters since. The position peaked at $71.3K in Q4 2025. 14 funds tracked by Wall St. Rank hold ZSQR as of Q1 2026.

  • Steward Partners Investment Advisory held 5,000 shares of Z Squared Inc worth $56.1K as of Q1 2026.
  • Steward Partners Investment Advisory left its Z Squared Inc share count unchanged in Q1 2026.
  • Z Squared Inc made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2723 holding.
  • Steward Partners Investment Advisory first reported a position in Z Squared Inc in Q3 2024 and has held it in 7 quarters since.
  • Steward Partners Investment Advisory's Z Squared Inc position peaked at $71.3K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Z Squared Inc as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.