SYM Financial Corp
ZS icon

SYM Financial Corp’s Zscaler ZS Stock Holding History

SYM Financial Corp’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
2026
Q3 		$342K Buy
+1,715
New +$292K 0.03% 254
2026
Q1 		– Sell
-1,244
Closed -$280K – 470
2025
Q4 		$280K Sell
1,244
-132
-10% -$37.3K 0.03% 244
2025
Q3 		$412K Buy
1,376
+90
+7% +$25.7K 0.04% 144
2025
Q2 		$404K Sell
1,286
-46
-3% -$11.5K 0.05% 155
2025
Q1 		$264K Sell
1,332
-346
-21% -$68.9K 0.03% 195
2024
Q4 		$303K Buy
+1,678
New +$325K 0.04% 157

Other funds holding ZS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

SYM Financial Corp's ZS Position: Q3 2026 in Review

SYM Financial Corp opened a new position in Zscaler (ZS) in Q3 2026: 1,715 shares worth $342K. The stake represents 0.03% of the portfolio and ranks #254 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in ZS as recently as Q4 2025.

SYM Financial Corp first reported a position in ZS in Q4 2024 and has held it in 6 quarters since. The position peaked at $412K in Q3 2025. 493 funds tracked by Wall St. Rank hold ZS as of Q3 2026.

  • SYM Financial Corp held 1,715 shares of Zscaler worth $342K as of Q3 2026.
  • Zscaler was a new SYM Financial Corp position in Q3 2026.
  • Zscaler made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #254 holding.
  • SYM Financial Corp first reported a position in Zscaler in Q4 2024 and has held it in 6 quarters since.
  • SYM Financial Corp's Zscaler position peaked at $412K in Q3 2025.
  • 493 funds tracked by Wall St. Rank held Zscaler as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.