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Farther Finance Advisors’s ZoomInfo Technologies GTM Stock Holding History

Farther Finance Advisors’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
Q3 		$5.86K Sell
1,547
-223
-13% -$811 ﹤0.01% 4922
2026
Q2 		$5.18K Buy
1,770
+1,052
+147% +$4.73K ﹤0.01% 4779
2026
Q1 		$4.2K Buy
718
+228
+47% +$1.68K ﹤0.01% 4579
2025
Q4 		$4.98K Buy
490
+187
+62% +$1.93K ﹤0.01% 4311
2025
Q3 		$3.31K Buy
303
+11
+4% +$118 ﹤0.01% 3932
2025
Q2 		$2.96K Sell
292
-660
-69% -$6.11K ﹤0.01% 3564
2025
Q1 		$9.37K Buy
952
+699
+276% +$7.33K ﹤0.01% 2767
2024
Q4 		$2.66K Sell
253
-2,102
-89% -$22.5K ﹤0.01% 2900
2024
Q3 		$24.3K Buy
2,355
+1,185
+101% +$12.4K ﹤0.01% 1993
2024
Q2 		$14.8K Sell
1,170
-165
-12% -$2.31K ﹤0.01% 1899
2024
Q1 		$21.4K Buy
+1,335
New +$21.7K ﹤0.01% 1466
2023
Q4 		– Sell
-42
Closed -$689 – 3620
2023
Q3 		$689 Sell
42
-29
-41% -$593 ﹤0.01% 2181
2023
Q2 		$1.8K Sell
71
-163
-70% -$3.86K ﹤0.01% 1786
2023
Q1 		$5.78K Buy
234
+117
+100% +$3K ﹤0.01% 1292
2022
Q4 		$3.52K Buy
+117
New +$4.04K ﹤0.01% 1284

Other funds holding GTM

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Farther Finance Advisors's GTM Position: Q3 2026 in Review

Farther Finance Advisors reduced its ZoomInfo Technologies (GTM) stake by 13% in Q3 2026, selling an estimated $811 and leaving 1,547 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #4922.

Farther Finance Advisors first reported a position in GTM in Q4 2022 and has held it in 15 quarters since. The position peaked at $24.3K in Q3 2024. 10 funds tracked by Wall St. Rank hold GTM as of Q3 2026.

  • Farther Finance Advisors held 1,547 shares of ZoomInfo Technologies worth $5.86K as of Q3 2026.
  • Farther Finance Advisors sold 223 ZoomInfo Technologies shares in Q3 2026, an estimated $811.
  • ZoomInfo Technologies made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4922 holding.
  • Farther Finance Advisors first reported a position in ZoomInfo Technologies in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's ZoomInfo Technologies position peaked at $24.3K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.