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 Q4	–	Sell	-7,000	Closed	-$25.9K	–	201
2025 Q3	$25.9K	Hold	7,000	–	–	﹤0.01%	159
2025 Q2	$47.1K	Buy	+7,000	New	+$1.75M	﹤0.01%	188
2024 Q2	–	Sell	-20,000	Closed	-$397K	–	190
2024 Q1	$397K	Buy	+20,000	New	+$4.47M	0.01%	117
2023 Q3	–	Sell	-20,000	Closed	-$158K	–	188
2023 Q2	$158K	Buy	+20,000	New	+$2.44M	0.01%	131
2023 Q1	–	Sell	-20,000	Closed	-$591K	–	183
2022 Q4	$591K	Sell	20,000 -176,100	-90%	-$23.9M	0.02%	121
2022 Q3	$1.97M	Sell	196,100 -93,300	-32%	-$15.3M	0.08%	90
2022 Q2	$4.41M	Sell	289,400 -249,400	-46%	-$44.1M	0.12%	78
2022 Q1	$6.26M	Buy	538,800 +368,800	+217%	+$90.6M	0.18%	67
2021 Q4	$2.24M	Buy	170,000 +90,000	+113%	+$28.3M	0.06%	92
2021 Q3	$368K	Sell	80,000 -90,000	-53%	-$22.6M	0.01%	144
2021 Q2	$847K	Sell	170,000 -60,000	-26%	-$11.4M	0.02%	103
2021 Q1	$2.04M	Buy	+230,000	New	+$45.7M	0.05%	85
2020 Q4	–	Sell	-185,000	Closed	-$1.09M	–	178
2020 Q3	$1.09M	Buy	+185,000	New	+$24M	0.04%	91

Other funds holding ZS

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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.