KF
GTM

Krilogy Financial’s ZoomInfo Technologies GTM Stock Holding History

Krilogy Financial’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 		– Sell
-10,836
Closed -$66.9K – 1151
2026
Q1 		$66.9K Sell
10,836
-9,761
-47% -$71.8K ﹤0.01% 941
2025
Q4 		$184K Sell
20,597
-4,083
-17% -$42K 0.01% 885
2025
Q3 		$277K Buy
+24,680
New +$265K 0.01% 716

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

Krilogy Financial's GTM Position: Q2 2026 in Review

Krilogy Financial sold out of ZoomInfo Technologies (GTM) in Q2 2026, closing a stake of 10,836 shares — an estimated $66.9K sold.

Krilogy Financial first reported a position in GTM in Q3 2025 and held it in 3 quarters. The position peaked at $277K in Q3 2025. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Krilogy Financial reported no remaining ZoomInfo Technologies position as of Q2 2026 after selling out during the quarter.
  • Krilogy Financial sold 10,836 ZoomInfo Technologies shares in Q2 2026, an estimated $66.9K.
  • Krilogy Financial first reported a position in ZoomInfo Technologies in Q3 2025 and held it in 3 quarters.
  • Krilogy Financial's ZoomInfo Technologies position peaked at $277K in Q3 2025.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.