Larson Financial Group
GTM icon

Larson Financial Group’s ZoomInfo Technologies GTM Stock Holding History

Larson Financial Group’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
Q3 		$11 Hold
3
– – ﹤0.01% 3832
2026
Q2 		$9 Sell
3
-3,283
-100% -$14.8K ﹤0.01% 3737
2026
Q1 		$19.6K Buy
3,286
+2,675
+438% +$19.7K ﹤0.01% 1859
2025
Q4 		$6.21K Buy
611
+198
+48% +$2.04K ﹤0.01% 2368
2025
Q3 		$4.51K Buy
413
+54
+15% +$579 ﹤0.01% 2397
2025
Q2 		$3.63K Buy
359
+253
+239% +$2.34K ﹤0.01% 2201
2025
Q1 		$1.06K Buy
+106
New +$1.11K ﹤0.01% 2374
2024
Q4 		– Sell
-45
Closed -$464 – 2934
2024
Q3 		$464 Hold
45
– – ﹤0.01% 2143
2024
Q2 		$575 Buy
+45
New +$630 ﹤0.01% 1812
2023
Q4 		– Sell
-43
Closed -$705 – 1913
2023
Q3 		$705 Buy
+43
New +$879 ﹤0.01% 1543
2022
Q1 		– Sell
-6
Closed – – 1187
2021
Q4 		$0 Buy
+6
New +$402 ﹤0.01% 1188
2021
Q3 		– Sell
-86
Closed -$4K – 960
2021
Q2 		$4K Hold
86
– – ﹤0.01% 665
2021
Q1 		$4K Hold
86
– – ﹤0.01% 657
2020
Q4 		$4K Buy
+86
New +$3.7K ﹤0.01% 588

Other funds holding GTM

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Larson Financial Group's GTM Position: Q3 2026 in Review

Larson Financial Group held its ZoomInfo Technologies (GTM) position steady in Q3 2026 at 3 shares worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #3832.

Larson Financial Group first reported a position in GTM in Q4 2020 and has held it in 14 quarters since. The position peaked at $19.6K in Q1 2026. 134 funds tracked by Wall St. Rank hold GTM as of Q3 2026.

  • Larson Financial Group held 3 shares of ZoomInfo Technologies worth $11 as of Q3 2026.
  • Larson Financial Group left its ZoomInfo Technologies share count unchanged in Q3 2026.
  • ZoomInfo Technologies made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #3832 holding.
  • Larson Financial Group first reported a position in ZoomInfo Technologies in Q4 2020 and has held it in 14 quarters since.
  • Larson Financial Group's ZoomInfo Technologies position peaked at $19.6K in Q1 2026.
  • 134 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.