GFA
GTM

Godfrey Financial Associates’s ZoomInfo Technologies GTM Stock Holding History

Godfrey Financial Associates’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
Q2 		$419 Hold
143
– – ﹤0.01% 921
2026
Q1 		$855 Hold
143
– – ﹤0.01% 796
2025
Q4 		$1.45K Buy
+143
New +$1.47K ﹤0.01% 686

Other funds holding GTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Godfrey Financial Associates's GTM Position: Q2 2026 in Review

Godfrey Financial Associates held its ZoomInfo Technologies (GTM) position steady in Q2 2026 at 143 shares worth $419. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Godfrey Financial Associates first reported a position in GTM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.45K in Q4 2025. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Godfrey Financial Associates held 143 shares of ZoomInfo Technologies worth $419 as of Q2 2026.
  • Godfrey Financial Associates left its ZoomInfo Technologies share count unchanged in Q2 2026.
  • ZoomInfo Technologies made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #921 holding.
  • Godfrey Financial Associates first reported a position in ZoomInfo Technologies in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's ZoomInfo Technologies position peaked at $1.45K in Q4 2025.
  • 331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.