AF
GTM

Allworth Financial’s ZoomInfo Technologies GTM Stock Holding History

Allworth Financial’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
2026
Q1 		$75.7K Buy
12,657
+8,722
+222% +$64.1K ﹤0.01% 2034
2025
Q4 		$40K Buy
3,935
+250
+7% +$2.57K ﹤0.01% 2339
2025
Q3 		$40.2K Buy
3,685
+358
+11% +$3.84K ﹤0.01% 2246
2025
Q2 		$33.7K Buy
3,327
+3,019
+980% +$27.9K ﹤0.01% 2191
2025
Q1 		$2.69K Sell
308
-1,817
-86% -$19.1K ﹤0.01% 3080
2024
Q4 		$21K Buy
2,125
+137
+7% +$1.46K ﹤0.01% 2060
2024
Q3 		$20.5K Buy
1,988
+1,580
+387% +$16.5K ﹤0.01% 1899
2024
Q2 		$4.67K Sell
408
-122
-23% -$1.71K ﹤0.01% 2556
2024
Q1 		$8.5K Sell
530
-1,442
-73% -$23.5K ﹤0.01% 2172
2023
Q4 		$36.5K Buy
1,972
+481
+32% +$7.54K ﹤0.01% 1319
2023
Q3 		$24.5K Buy
1,491
+730
+96% +$14.9K ﹤0.01% 1403
2023
Q2 		$19.3K Buy
761
+47
+7% +$1.11K ﹤0.01% 1561
2023
Q1 		$17.6K Sell
714
-31
-4% -$796 ﹤0.01% 1533
2022
Q4 		$22.4K Buy
745
+473
+174% +$16.3K ﹤0.01% 1309
2022
Q3 		$11K Buy
272
+158
+139% +$6.71K ﹤0.01% 1642
2022
Q2 		$4K Hold
114
– – ﹤0.01% 1853
2022
Q1 		$7K Buy
+114
New +$6.12K ﹤0.01% 1574

Other funds holding GTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Allworth Financial's GTM Position: Q1 2026 in Review

Allworth Financial increased its ZoomInfo Technologies (GTM) stake by 222% in Q1 2026, buying an estimated $64.1K and bringing the position to 12,657 shares worth $75.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2034.

Allworth Financial first reported a position in GTM in Q1 2022 and has held it in 17 quarters since. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Allworth Financial held 12,657 shares of ZoomInfo Technologies worth $75.7K as of Q1 2026.
  • Allworth Financial bought 8,722 ZoomInfo Technologies shares in Q1 2026, an estimated $64.1K.
  • ZoomInfo Technologies made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2034 holding.
  • Allworth Financial first reported a position in ZoomInfo Technologies in Q1 2022 and has held it in 17 quarters since.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.