SMFG
ZS icon

Sumitomo Mitsui Financial Group’s Zscaler ZS Stock Holding History

Sumitomo Mitsui Financial Group’s Portfolio ZS Stock Details ZS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,511
Closed -$524K – 245
2025
Q2 		$524K Sell
7,511
-1,521
-17% -$379K 0.01% 105
2025
Q1 		$85.7K Buy
9,032
+127
+1% +$25.3K ﹤0.01% 140
2024
Q4 		$82.7K Buy
8,905
+5,116
+135% +$990K ﹤0.01% 130
2024
Q3 		$36.8K Buy
3,789
+1,394
+58% +$255K ﹤0.01% 154
2024
Q2 		$2.58K Sell
2,395
-1,394
-37% -$248K ﹤0.01% 178
2024
Q1 		$53.3K Hold
3,789
– – ﹤0.01% 151
2023
Q4 		$157K Sell
3,789
-66,000
-95% -$12.2M 0.01% 125
2023
Q3 		$373K Buy
69,789
+63,395
+991% +$9.51M 0.01% 115
2023
Q2 		$29.2K Sell
6,394
-129,000
-95% -$15.8M ﹤0.01% 153
2023
Q1 		$524K Sell
135,394
-102,017
-43% -$12.2M 0.02% 121
2022
Q4 		$1.06M Sell
237,411
-68,483
-22% -$9.3M 0.04% 108
2022
Q3 		$9.16M Sell
305,894
-10,506
-3% -$1.72M 0.39% 37
2022
Q2 		$4.18M Buy
316,400
+233,100
+280% +$41.2M 0.12% 79
2022
Q1 		$507K Buy
83,300
+15,000
+22% +$3.69M 0.01% 138
2021
Q4 		$2.11M Buy
68,300
+14,300
+26% +$4.5M 0.06% 94
2021
Q3 		$698K Buy
54,000
+29,000
+116% +$7.28M 0.02% 129
2021
Q2 		$534K Sell
25,000
-160,000
-86% -$30.4M 0.01% 113
2021
Q1 		$1.27M Buy
+185,000
New +$36.8M 0.03% 100
2020
Q4 		– Sell
-135,000
Closed -$2.28M – 177
2020
Q3 		$2.28M Buy
+135,000
New +$17.5M 0.08% 65

Other funds holding ZS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sumitomo Mitsui Financial Group's ZS Position: Q1 2026 in Review

Sumitomo Mitsui Financial Group reduced its Zscaler (ZS) stake by 53% in Q1 2026, selling an estimated $20.4K and leaving 100 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Sumitomo Mitsui Financial Group first reported a position in ZS in Q3 2020 and has held it in 23 quarters since. The position peaked at $20M in Q1 2022. 745 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • Sumitomo Mitsui Financial Group held 100 shares of Zscaler worth $14K as of Q1 2026.
  • Sumitomo Mitsui Financial Group sold 115 Zscaler shares in Q1 2026, an estimated $20.4K.
  • Zscaler made up ﹤0.01% of Sumitomo Mitsui Financial Group's portfolio in Q1 2026, its #183 holding.
  • Sumitomo Mitsui Financial Group first reported a position in Zscaler in Q3 2020 and has held it in 23 quarters since.
  • Sumitomo Mitsui Financial Group's Zscaler position peaked at $20M in Q1 2022.
  • 745 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2026, filed 14 May 2026.