Position in ZUMZ
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$13,714
-$116 QoQ
Shares Held
619
+16.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ZUMZ Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $5,605,368 across 21 Apparel Retail names. ZUMZ ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
18,738 | $2,992,451 | |
| 2 | ROST |
Ross Stores, Inc.
|
3,464 | $750,401 | |
| 3 | BURL |
Burlington Stores, Inc.
|
2,292 | $745,764 | |
| 4 | LULU |
lululemon athletica inc.
|
3,062 | $468,786 | |
| 5 | GAP |
Gap Inc
|
11,284 | $273,068 | |
| 6 | ANF |
Abercrombie & Fitch Co /De/
|
1,886 | $172,317 | |
| 7 | AEO |
American Eagle Outfitters Inc
|
2,870 | $47,926 | |
| 8 | BKE |
Buckle Inc
|
923 | $46,478 |
All Filings in ZUMZ
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||