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Allegiance Financial Group Advisory Services’s ZoomInfo Technologies GTM Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio GTM Stock Details GTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-17,282
Closed -$175K – 179
2025
Q2 		$175K Buy
17,282
+6,966
+68% +$64.5K 0.05% 148
2025
Q1 		$103K Buy
+10,316
New +$108K 0.03% 137

Other funds holding GTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Allegiance Financial Group Advisory Services's GTM Position: Q3 2025 in Review

Allegiance Financial Group Advisory Services sold out of ZoomInfo Technologies (GTM) in Q3 2025, closing a stake of 17,282 shares — an estimated $175K sold.

Allegiance Financial Group Advisory Services first reported a position in GTM in Q1 2025 and held it in 2 quarters. The position peaked at $175K in Q2 2025. 353 funds tracked by Wall St. Rank hold GTM as of Q3 2025.

  • Allegiance Financial Group Advisory Services reported no remaining ZoomInfo Technologies position as of Q3 2025 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 17,282 ZoomInfo Technologies shares in Q3 2025, an estimated $175K.
  • Allegiance Financial Group Advisory Services first reported a position in ZoomInfo Technologies in Q1 2025 and held it in 2 quarters.
  • Allegiance Financial Group Advisory Services's ZoomInfo Technologies position peaked at $175K in Q2 2025.
  • 353 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2025.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q3 2025, filed 30 Oct 2025.