BPI
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BFC Planning, Inc.’s Zoom ZM Stock Holding History

BFC Planning, Inc.’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 		$199K Buy
2,302
+1,218
+112% +$115K 0.01% 934
2026
Q1 		$87.1K Hold
1,084
– – ﹤0.01% 1155
2025
Q4 		$93.5K Buy
1,084
+592
+120% +$49.8K ﹤0.01% 1143
2025
Q3 		$40.6K Buy
492
+70
+17% +$5.46K ﹤0.01% 1272
2025
Q2 		$32.9K Buy
422
+70
+20% +$5.41K ﹤0.01% 1292
2025
Q1 		$26K Buy
352
+2
+0.6% +$159 ﹤0.01% 1360
2024
Q4 		$28.6K Buy
+350
New +$27.5K ﹤0.01% 1323

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

BFC Planning, Inc.'s ZM Position: Q2 2026 in Review

BFC Planning, Inc. increased its Zoom (ZM) stake by 112% in Q2 2026, buying an estimated $115K and bringing the position to 2,302 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #934.

BFC Planning, Inc. first reported a position in ZM in Q4 2024 and has held it in 7 quarters since. 875 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • BFC Planning, Inc. held 2,302 shares of Zoom worth $199K as of Q2 2026.
  • BFC Planning, Inc. bought 1,218 Zoom shares in Q2 2026, an estimated $115K.
  • Zoom made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #934 holding.
  • BFC Planning, Inc. first reported a position in Zoom in Q4 2024 and has held it in 7 quarters since.
  • 875 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.