Frank Rimerman Advisors
GTM icon

Frank Rimerman Advisors’s ZoomInfo Technologies GTM Stock Holding History

Frank Rimerman 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 		$46.4K Buy
12,235
+1,311
+12% +$4.77K ﹤0.01% 604
2026
Q2 		$32K Sell
10,924
-3,389
-24% -$15.2K ﹤0.01% 612
2026
Q1 		$85.6K Buy
+14,313
New +$105K 0.01% 585

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Frank Rimerman Advisors's GTM Position: Q3 2026 in Review

Frank Rimerman Advisors increased its ZoomInfo Technologies (GTM) stake by 12% in Q3 2026, buying an estimated $4.77K and bringing the position to 12,235 shares worth $46.4K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Frank Rimerman Advisors first reported a position in GTM in Q1 2026 and has held it in 3 quarters since. The position peaked at $85.6K in Q1 2026. 173 funds tracked by Wall St. Rank hold GTM as of Q3 2026.

  • Frank Rimerman Advisors held 12,235 shares of ZoomInfo Technologies worth $46.4K as of Q3 2026.
  • Frank Rimerman Advisors bought 1,311 ZoomInfo Technologies shares in Q3 2026, an estimated $4.77K.
  • ZoomInfo Technologies made up ﹤0.01% of Frank Rimerman Advisors's portfolio in Q3 2026, its #604 holding.
  • Frank Rimerman Advisors first reported a position in ZoomInfo Technologies in Q1 2026 and has held it in 3 quarters since.
  • Frank Rimerman Advisors's ZoomInfo Technologies position peaked at $85.6K in Q1 2026.
  • 173 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.