Zurich Cantonal Bank

Zurich Cantonal Bank’s First Advantage FA Stock Holding History

Zurich Cantonal Bank’s Portfolio FA Stock Details FA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$611K	Buy	51,958 +10,792	+26%	+$132K	﹤0.01%	1727
2025 Q4	$598K	Hold	41,166	–	–	﹤0.01%	1679
2025 Q3	$634K	Buy	41,166 +10,687	+35%	+$177K	﹤0.01%	1596
2025 Q2	$506K	Buy	30,479 +5,108	+20%	+$82.5K	﹤0.01%	1660
2025 Q1	$357K	Sell	25,371 -161	-0.6%	-$2.71K	﹤0.01%	1794
2024 Q4	$478K	Buy	25,532 +9,584	+60%	+$182K	﹤0.01%	1659
2024 Q3	$317K	Hold	15,948	–	–	﹤0.01%	1845
2024 Q2	$256K	Buy	15,948 +4,414	+38%	+$71.1K	﹤0.01%	1914
2024 Q1	$187K	Hold	11,534	–	–	﹤0.01%	2081
2023 Q4	$191K	Sell	11,534 -857	-7%	-$12.5K	﹤0.01%	2101
2023 Q3	$171K	Hold	12,391	–	–	﹤0.01%	2071
2023 Q2	$191K	Hold	12,391	–	–	﹤0.01%	1956
2023 Q1	$173K	Buy	12,391 +2,690	+28%	+$36.5K	﹤0.01%	1968
2022 Q4	$126K	Buy	9,701 +2,746	+39%	+$35.9K	﹤0.01%	2126
2022 Q3	$89K	Hold	6,955	–	–	﹤0.01%	2315
2022 Q2	$88K	Buy	+6,955	New	+$110K	﹤0.01%	2330
2022 Q1	–	Sell	-8,696	Closed	-$166K	–	2756
2021 Q4	$166K	Buy	+8,696	New	+$168K	﹤0.01%	2200

Other funds holding FA

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM