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Allegiance Financial Group Advisory Services’s Zoom ZM Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$377K Buy
4,370
+245
+6% +$23.2K 0.07% 119
2026
Q1 		$331K Sell
4,125
-2,244
-35% -$188K 0.07% 125
2025
Q4 		$550K Buy
6,369
+2,607
+69% +$219K 0.12% 70
2025
Q3 		$310K Buy
+3,762
New +$294K 0.07% 108
2025
Q1 		– Sell
-2,931
Closed -$239K – 160
2024
Q4 		$239K Buy
+2,931
New +$230K 0.08% 82

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Allegiance Financial Group Advisory Services's ZM Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services increased its Zoom (ZM) stake by 5.9% in Q2 2026, buying an estimated $23.2K and bringing the position to 4,370 shares worth $377K. The position accounts for 0.07% of the portfolio, ranked #119.

Allegiance Financial Group Advisory Services first reported a position in ZM in Q4 2024 and has held it in 5 quarters since. The position peaked at $550K in Q4 2025. 873 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Allegiance Financial Group Advisory Services held 4,370 shares of Zoom worth $377K as of Q2 2026.
  • Allegiance Financial Group Advisory Services bought 245 Zoom shares in Q2 2026, an estimated $23.2K.
  • Zoom made up 0.07% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #119 holding.
  • Allegiance Financial Group Advisory Services first reported a position in Zoom in Q4 2024 and has held it in 5 quarters since.
  • Allegiance Financial Group Advisory Services's Zoom position peaked at $550K in Q4 2025.
  • 873 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.