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
Q1 		$224K Buy
+20,000
New +$252K ﹤0.01% 1506

Other funds holding ZSQR

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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AIM
Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

United Capital Financial Advisors's ZSQR Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in Z Squared Inc (ZSQR) in Q1 2026: 20,000 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #1506 among its holdings.

14 funds tracked by Wall St. Rank hold ZSQR as of Q1 2026.

  • United Capital Financial Advisors held 20,000 shares of Z Squared Inc worth $224K as of Q1 2026.
  • Z Squared Inc was a new United Capital Financial Advisors position in Q1 2026.
  • Z Squared Inc made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1506 holding.
  • 14 funds tracked by Wall St. Rank held Z Squared Inc as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.