Position in ZUMZ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,810
-$4,904 QoQ
Shares Held
495
-20.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#97
of 123 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZUMZ Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,878,216 across 21 Apparel Retail names. ZUMZ ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
14,113 | $2,138,118 | |
| 2 | ROST |
Ross Stores, Inc.
|
2,973 | $632,798 | |
| 3 | BURL |
Burlington Stores, Inc.
|
1,797 | $569,286 | |
| 4 | GAP |
Gap Inc
|
8,460 | $158,029 | |
| 5 | ANF |
Abercrombie & Fitch Co /De/
|
1,262 | $113,590 | |
| 6 | LULU |
lululemon athletica inc.
|
619 | $70,674 | |
| 7 | BKE |
Buckle Inc
|
728 | $30,719 | |
| 8 | AEO |
American Eagle Outfitters Inc
|
1,614 | $27,759 |
All Filings in ZUMZ
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,810 | 495 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $13,714 | 619 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $13,830 | 531 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,902 | 403 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $14,399 | 1,086 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $536 | 36 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $172 | 9 | Shares | Sole | 2025-02-10 | |
| 2022-12-31 | $3,282 | 151 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,356 | 63 | Shares | Sole | 2022-11-07 | |
| 2022-03-31 | $2,483 | 65 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $3,119 | 65 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||