Jones Financial Companies
GTM

Jones Financial Companies’s ZoomInfo Technologies GTM Stock Holding History

Jones Financial Companies’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 		$2.38K Sell
824
-63
-7% -$283 ﹤0.01% 4385
2026
Q1 		$5.07K Buy
887
+22
+3% +$162 ﹤0.01% 3831
2025
Q4 		$8.8K Sell
865
-160
-16% -$1.65K ﹤0.01% 3272
2025
Q3 		$11.8K Hold
1,025
– – ﹤0.01% 3014
2025
Q2 		$10.3K Buy
1,025
+100
+11% +$925 ﹤0.01% 2865
2025
Q1 		$9.3K Buy
925
+25
+3% +$262 ﹤0.01% 2750
2024
Q4 		$9.46K Buy
+900
New +$9.62K ﹤0.01% 2543

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

Jones Financial Companies's GTM Position: Q2 2026 in Review

Jones Financial Companies reduced its ZoomInfo Technologies (GTM) stake by 7.1% in Q2 2026, selling an estimated $283 and leaving 824 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #4385.

Jones Financial Companies first reported a position in GTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.8K in Q3 2025. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Jones Financial Companies held 824 shares of ZoomInfo Technologies worth $2.38K as of Q2 2026.
  • Jones Financial Companies sold 63 ZoomInfo Technologies shares in Q2 2026, an estimated $283.
  • ZoomInfo Technologies made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4385 holding.
  • Jones Financial Companies first reported a position in ZoomInfo Technologies in Q4 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's ZoomInfo Technologies position peaked at $11.8K in Q3 2025.
  • 331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.