Bank of Montreal
GTM

Bank of Montreal’s ZoomInfo Technologies GTM Stock Holding History

Bank of Montreal’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
Q2 		$66.2K Sell
22,592
-3,085
-12% -$13.9K ﹤0.01% 3354
2026
Q1 		$154K Sell
25,677
-11,968
-32% -$88K ﹤0.01% 3014
2025
Q4 		$383K Buy
37,645
+2,837
+8% +$29.2K ﹤0.01% 2445
2025
Q3 		$380K Buy
34,808
+1,255
+4% +$13.5K ﹤0.01% 2408
2025
Q2 		$340K Sell
33,553
-985
-3% -$9.12K ﹤0.01% 2520
2025
Q1 		$345K Sell
34,538
-471
-1% -$4.94K ﹤0.01% 2420
2024
Q4 		$368K Buy
35,009
+6,580
+23% +$70.3K ﹤0.01% 2428
2024
Q3 		$299K Sell
28,429
-2,571
-8% -$26.9K ﹤0.01% 2776
2024
Q2 		$396K Sell
31,000
-3,775
-11% -$52.8K ﹤0.01% 2556
2024
Q1 		$583K Sell
34,775
-1,055
-3% -$17.2K ﹤0.01% 2345
2023
Q4 		$683K Sell
35,830
-17,311
-33% -$271K ﹤0.01% 2302
2023
Q3 		$916K Sell
53,141
-5,483
-9% -$112K ﹤0.01% 2103
2023
Q2 		$1.57M Buy
58,624
+10,784
+23% +$255K ﹤0.01% 1940
2023
Q1 		$1.2M Sell
47,840
-534,887
-92% -$13.7M ﹤0.01% 1943
2022
Q4 		$17.7M Buy
582,727
+538,564
+1,219% +$18.6M 0.01% 738
2022
Q3 		$1.87K Buy
44,163
+22,661
+105% +$962K ﹤0.01% 1846
2022
Q2 		$895 Buy
+21,502
New +$949K ﹤0.01% 2376
2021
Q2 		– Sell
-3,311
Closed -$159K – 4996
2021
Q1 		$159K Sell
3,311
-20,338
-86% -$1.02M ﹤0.01% 3206
2020
Q4 		$1.04M Buy
23,649
+5,916
+33% +$255K ﹤0.01% 2215
2020
Q3 		$775K Buy
+17,733
New +$695K ﹤0.01% 2101

Other funds holding GTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RFM
RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of Montreal's GTM Position: Q2 2026 in Review

Bank of Montreal reduced its ZoomInfo Technologies (GTM) stake by 12% in Q2 2026, selling an estimated $13.9K and leaving 22,592 shares worth $66.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3354.

Bank of Montreal first reported a position in GTM in Q3 2020 and has held it in 20 quarters since. The position peaked at $17.7M in Q4 2022. 306 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Bank of Montreal held 22,592 shares of ZoomInfo Technologies worth $66.2K as of Q2 2026.
  • Bank of Montreal sold 3,085 ZoomInfo Technologies shares in Q2 2026, an estimated $13.9K.
  • ZoomInfo Technologies made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3354 holding.
  • Bank of Montreal first reported a position in ZoomInfo Technologies in Q3 2020 and has held it in 20 quarters since.
  • Bank of Montreal's ZoomInfo Technologies position peaked at $17.7M in Q4 2022.
  • 306 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.