SFC
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
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

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

SYM Financial Corp's ZS Position: Q1 2026 in Review

SYM Financial Corp sold out of Zscaler (ZS) in Q1 2026, closing a stake of 1,244 shares — an estimated $280K sold.

SYM Financial Corp first reported a position in ZS in Q4 2024 and held it in 5 quarters. The position peaked at $412K in Q3 2025. 745 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

  • SYM Financial Corp reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
  • SYM Financial Corp sold 1,244 Zscaler shares in Q1 2026, an estimated $280K.
  • SYM Financial Corp first reported a position in Zscaler in Q4 2024 and held it in 5 quarters.
  • SYM Financial Corp's Zscaler position peaked at $412K in Q3 2025.
  • 745 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.