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
2023
Q3 		– Sell
-11,900
Closed -$319K – 4291
2023
Q2 		$319K Buy
+11,900
New +$282K ﹤0.01% 2898

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
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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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. 190 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.
  • 190 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.