Position in ZWS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$19,863,696
-$97,053 QoQ
Shares Held
393,107
-11.7% QoQ
Ownership
0.236%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#54
of 435 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in ZWS Over Time
Shares Held
Position Value (USD)
Position in Pollution & Treatment Controls
Industrials · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $26,966,832 across 6 Pollution & Treatment Controls names. ZWS ranks #1 (73.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZWS |
Zurn Elkay Water Solutions Corp
This page
|
393,107 | $19,863,696 | |
| 2 | VLTO |
Veralto Corp
|
48,501 | $4,301,066 | |
| 3 | PCT |
PureCycle Technologies, Inc.
|
258,953 | $2,100,108 | |
| 4 | ZONE |
CleanCore Solutions, Inc.
|
360,000 | $295,200 | |
| 5 | ADUR |
Aduro Clean Technologies Inc.
|
16,692 | $263,065 | |
| 6 | ERII |
Energy Recovery, Inc.
|
15,931 | $143,697 |
All Filings in ZWS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,863,696 | 393,107 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $19,960,749 | 445,155 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $19,838,861 | 426,734 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $21,694,984 | 461,301 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $17,754,807 | 485,502 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $16,524,330 | 501,041 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $19,071,265 | 511,294 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $18,894,016 | 525,710 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $15,580,646 | 529,954 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $17,786,257 | 531,409 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $14,889,370 | 506,269 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $425,230 | 15,176 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $453,714 | 16,873 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $329,563 | 15,429 | Shares | Defined | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||