Western Financial Corp’s Zscaler ZS Stock Holding History

Western 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	-4,051	Closed	-$911K	–	152
2025 Q4	$911K	Sell	4,051 -47	-1%	-$13.3K	0.36%	63
2025 Q3	$1.23M	Buy	+4,098	New	+$1.17M	0.53%	49

Other funds holding ZS

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

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

Western Financial Corp sold out of Zscaler (ZS) in Q1 2026, closing a stake of 4,051 shares — an estimated $911K sold.

Western Financial Corp first reported a position in ZS in Q3 2025 and held it in 2 quarters. The position peaked at $1.23M in Q3 2025. 746 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

Western Financial Corp reported no remaining Zscaler position as of Q1 2026 after selling out during the quarter.
Western Financial Corp sold 4,051 Zscaler shares in Q1 2026, an estimated $911K.
Western Financial Corp first reported a position in Zscaler in Q3 2025 and held it in 2 quarters.
Western Financial Corp's Zscaler position peaked at $1.23M in Q3 2025.
746 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

Based on Western Financial Corp's 13F filing for Q1 2026, filed 23 Apr 2026.