KFAS
GTM

Keating Financial Advisory Services’s ZoomInfo Technologies GTM Stock Holding History

Keating Financial Advisory Services’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 		$1.46K Sell
498
-209
-30% -$940 ﹤0.01% 2044
2026
Q1 		$4.23K Buy
707
+677
+2,257% +$4.98K ﹤0.01% 1533
2025
Q4 		$305 Buy
+30
New +$309 ﹤0.01% 2019

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

Keating Financial Advisory Services's GTM Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its ZoomInfo Technologies (GTM) stake by 30% in Q2 2026, selling an estimated $940 and leaving 498 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2044.

Keating Financial Advisory Services first reported a position in GTM in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.23K in Q1 2026. 331 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Keating Financial Advisory Services held 498 shares of ZoomInfo Technologies worth $1.46K as of Q2 2026.
  • Keating Financial Advisory Services sold 209 ZoomInfo Technologies shares in Q2 2026, an estimated $940.
  • ZoomInfo Technologies made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2044 holding.
  • Keating Financial Advisory Services first reported a position in ZoomInfo Technologies in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's ZoomInfo Technologies position peaked at $4.23K in Q1 2026.
  • 331 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.