FFA
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Farther Finance Advisors’s Zoom ZM Stock Holding History

Farther Finance Advisors’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 		$508K Sell
6,299
-2,536
-29% -$212K ﹤0.01% 1384
2025
Q4 		$762K Buy
8,835
+3,625
+70% +$305K 0.01% 1049
2025
Q3 		$430K Buy
5,210
+2,464
+90% +$192K 0.01% 1156
2025
Q2 		$214K Buy
2,746
+569
+26% +$44K ﹤0.01% 1357
2025
Q1 		$161K Sell
2,177
-1,186
-35% -$94.5K ﹤0.01% 1319
2024
Q4 		$274K Buy
3,363
+278
+9% +$21.9K 0.01% 848
2024
Q3 		$215K Buy
3,085
+526
+21% +$32.9K 0.01% 963
2024
Q2 		$152K Buy
2,559
+2,401
+1,520% +$147K 0.01% 958
2024
Q1 		$10.2K Buy
158
+81
+105% +$5.4K ﹤0.01% 1759
2023
Q4 		$5.54K Sell
77
-22
-22% -$1.46K ﹤0.01% 1915
2023
Q3 		$6.92K Buy
99
+11
+13% +$764 ﹤0.01% 1409
2023
Q2 		$5.97K Sell
88
-128
-59% -$8.56K ﹤0.01% 1369
2023
Q1 		$15.9K Buy
216
+13
+6% +$937 ﹤0.01% 970
2022
Q4 		$13.8K Buy
+203
New +$15.4K 0.01% 848

Other funds holding ZM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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 $618B 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

Farther Finance Advisors's ZM Position: Q1 2026 in Review

Farther Finance Advisors reduced its Zoom (ZM) stake by 29% in Q1 2026, selling an estimated $212K and leaving 6,299 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

Farther Finance Advisors first reported a position in ZM in Q4 2022 and has held it in 14 quarters since. The position peaked at $762K in Q4 2025. 814 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • Farther Finance Advisors held 6,299 shares of Zoom worth $508K as of Q1 2026.
  • Farther Finance Advisors sold 2,536 Zoom shares in Q1 2026, an estimated $212K.
  • Zoom made up ﹤0.01% of Farther Finance Advisors's portfolio in Q1 2026, its #1384 holding.
  • Farther Finance Advisors first reported a position in Zoom in Q4 2022 and has held it in 14 quarters since.
  • Farther Finance Advisors's Zoom position peaked at $762K in Q4 2025.
  • 814 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.