Merit Financial Group’s ZoomInfo Technologies GTM Stock Holding History

Merit 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 Q2	$81.3K	Buy	27,762 +11,056	+66%	+$49.7K	﹤0.01%	2248
2026 Q1	$99.9K	Buy	16,706 +3,584	+27%	+$26.4K	﹤0.01%	2010
2025 Q4	$133K	Sell	13,122 -25,986	-66%	-$268K	﹤0.01%	1867
2025 Q3	$427K	Sell	39,108 -15,520	-28%	-$166K	﹤0.01%	1276
2025 Q2	$553K	Buy	54,628 +4,614	+9%	+$42.7K	0.01%	1056
2025 Q1	$500K	Buy	+50,014	New	+$524K	0.01%	942

Other funds holding GTM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Merit Financial Group's GTM Position: Q2 2026 in Review

Merit Financial Group increased its ZoomInfo Technologies (GTM) stake by 66% in Q2 2026, buying an estimated $49.7K and bringing the position to 27,762 shares worth $81.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2248.

Merit Financial Group first reported a position in GTM in Q1 2025 and has held it in 6 quarters since. The position peaked at $553K in Q2 2025. 26 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

Merit Financial Group held 27,762 shares of ZoomInfo Technologies worth $81.3K as of Q2 2026.
Merit Financial Group bought 11,056 ZoomInfo Technologies shares in Q2 2026, an estimated $49.7K.
ZoomInfo Technologies made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2248 holding.
Merit Financial Group first reported a position in ZoomInfo Technologies in Q1 2025 and has held it in 6 quarters since.
Merit Financial Group's ZoomInfo Technologies position peaked at $553K in Q2 2025.
26 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.