TFC Financial Management’s Zscaler ZS Stock Holding History

TFC Financial Management’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 Q2	–	Sell	-1	Closed	-$199	–	1101
2025 Q1	$199	Buy	+1	New	+$199	﹤0.01%	727
2023 Q1	–	Sell	-59	Closed	-$6.6K	–	702
2022 Q4	$6.6K	Hold	59	–	–	﹤0.01%	319
2022 Q3	$10K	Hold	59	–	–	﹤0.01%	318
2022 Q2	$9K	Hold	59	–	–	﹤0.01%	313
2022 Q1	$14K	Hold	59	–	–	﹤0.01%	289
2021 Q4	$19K	Hold	59	–	–	0.01%	283
2021 Q3	$15K	Hold	59	–	–	0.01%	302
2021 Q2	$13K	Buy	+59	New	+$11.2K	﹤0.01%	302

Other funds holding ZS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

American Century Companies

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

First Trust Advisors

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return