City State Bank’s Zoom ZM Stock Holding History

City State Bank’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 Q1	$402	Hold	5	–	–	﹤0.01%	753
2025 Q4	$431	Sell	5 -100	-95%	-$8.42K	﹤0.01%	734
2025 Q3	$8.66K	Hold	105	–	–	﹤0.01%	531
2025 Q2	$8.19K	Hold	105	–	–	﹤0.01%	533
2025 Q1	$7.75K	Hold	105	–	–	﹤0.01%	530
2024 Q4	$8.57K	Hold	105	–	–	﹤0.01%	513
2024 Q3	$7.32K	Hold	105	–	–	﹤0.01%	526
2024 Q2	$6.21K	Hold	105	–	–	﹤0.01%	533
2024 Q1	$7K	Hold	105	–	–	﹤0.01%	540
2023 Q4	$8K	Hold	105	–	–	﹤0.01%	506
2023 Q3	$7K	Hold	105	–	–	﹤0.01%	522
2023 Q2	$7K	Hold	105	–	–	﹤0.01%	536
2023 Q1	$8K	Hold	105	–	–	﹤0.01%	511
2022 Q4	$7K	Hold	105	–	–	﹤0.01%	499
2022 Q3	$8K	Hold	105	–	–	0.01%	476
2022 Q2	$11K	Sell	105 -50	-32%	-$5.27K	0.01%	425
2022 Q1	$18K	Hold	155	–	–	0.01%	390
2021 Q4	$29K	Buy	+155	New	+$36.4K	0.02%	348

Other funds holding ZM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return