UCFA
ZSQR

United Capital Financial Advisors’s Z Squared Inc ZSQR Stock Holding History

United Capital Financial Advisors’s Portfolio ZSQR Stock Details ZSQR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$911K Buy
86,062
+66,062
+330% +$810K 0.01% 836
2026
Q1 		$224K Buy
+20,000
New +$252K ﹤0.01% 1506

Other funds holding ZSQR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

United Capital Financial Advisors's ZSQR Position: Q2 2026 in Review

United Capital Financial Advisors increased its Z Squared Inc (ZSQR) stake by 330% in Q2 2026, buying an estimated $810K and bringing the position to 86,062 shares worth $911K. The position accounts for 0.01% of the portfolio, ranked #836.

United Capital Financial Advisors first reported a position in ZSQR in Q1 2026 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold ZSQR as of Q2 2026.

  • United Capital Financial Advisors held 86,062 shares of Z Squared Inc worth $911K as of Q2 2026.
  • United Capital Financial Advisors bought 66,062 Z Squared Inc shares in Q2 2026, an estimated $810K.
  • Z Squared Inc made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #836 holding.
  • United Capital Financial Advisors first reported a position in Z Squared Inc in Q1 2026 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held Z Squared Inc as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.