FFA
ZM icon

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
Q3 		$617K Buy
6,794
+663
+11% +$63.2K ﹤0.01% 1432
2026
Q2 		$529K Sell
6,131
-168
-3% -$15.9K ﹤0.01% 1527
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Farther Finance Advisors increased its Zoom (ZM) stake by 11% in Q3 2026, buying an estimated $63.2K and bringing the position to 6,794 shares worth $617K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Farther Finance Advisors first reported a position in ZM in Q4 2022 and has held it in 16 quarters since. The position peaked at $762K in Q4 2025. 20 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Farther Finance Advisors held 6,794 shares of Zoom worth $617K as of Q3 2026.
  • Farther Finance Advisors bought 663 Zoom shares in Q3 2026, an estimated $63.2K.
  • Zoom made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1432 holding.
  • Farther Finance Advisors first reported a position in Zoom in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Zoom position peaked at $762K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

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