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 Q2	$432	Hold	5	–	–	﹤0.01%	782
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

City State Bank's ZM Position: Q2 2026 in Review

City State Bank held its Zoom (ZM) position steady in Q2 2026 at 5 shares worth $432. The position accounts for ﹤0.01% of the portfolio, ranked #782.

City State Bank first reported a position in ZM in Q4 2021 and has held it in 19 quarters since. The position peaked at $29K in Q4 2021. 869 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

City State Bank held 5 shares of Zoom worth $432 as of Q2 2026.
City State Bank left its Zoom share count unchanged in Q2 2026.
Zoom made up ﹤0.01% of City State Bank's portfolio in Q2 2026, its #782 holding.
City State Bank first reported a position in Zoom in Q4 2021 and has held it in 19 quarters since.
City State Bank's Zoom position peaked at $29K in Q4 2021.
869 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.