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Grove Bank & Trust’s Zoom ZM Stock Holding History

Grove Bank & Trust’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 		$10.3K Hold
113
– – ﹤0.01% 651
2026
Q2 		$9.75K Sell
113
-13
-10% -$1.23K ﹤0.01% 649
2026
Q1 		$10.1K Buy
+126
New +$10.6K ﹤0.01% 628
2023
Q4 		– Sell
-106
Closed -$7.41K – 726
2023
Q3 		$7.41K Buy
+106
New +$7.36K ﹤0.01% 545
2023
Q2 		– Sell
-21
Closed -$1.55K – 739
2023
Q1 		$1.55K Hold
21
– – ﹤0.01% 662
2022
Q4 		$1K Buy
+21
New +$1.59K ﹤0.01% 633

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Grove Bank & Trust's ZM Position: Q3 2026 in Review

Grove Bank & Trust held its Zoom (ZM) position steady in Q3 2026 at 113 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Grove Bank & Trust first reported a position in ZM in Q4 2022 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Grove Bank & Trust held 113 shares of Zoom worth $10.3K as of Q3 2026.
  • Grove Bank & Trust left its Zoom share count unchanged in Q3 2026.
  • Zoom made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #651 holding.
  • Grove Bank & Trust first reported a position in Zoom in Q4 2022 and has held it in 6 quarters since.
  • 20 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.