Merit Financial Group
GTM icon

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
Q3 		– Sell
-27,762
Closed -$81.3K – 2594
2026
Q2 		$81.3K Buy
27,762
+11,056
+66% +$49.7K ﹤0.01% 2248
2026
Q1 		$100K 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

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 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

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

Merit Financial Group sold out of ZoomInfo Technologies (GTM) in Q3 2026, closing a stake of 27,762 shares — an estimated $81.3K sold.

Merit Financial Group first reported a position in GTM in Q1 2025 and held it in 6 quarters. The position peaked at $553K in Q2 2025. 155 funds tracked by Wall St. Rank hold GTM as of Q3 2026.

  • Merit Financial Group reported no remaining ZoomInfo Technologies position as of Q3 2026 after selling out during the quarter.
  • Merit Financial Group sold 27,762 ZoomInfo Technologies shares in Q3 2026, an estimated $81.3K.
  • Merit Financial Group first reported a position in ZoomInfo Technologies in Q1 2025 and held it in 6 quarters.
  • Merit Financial Group's ZoomInfo Technologies position peaked at $553K in Q2 2025.
  • 155 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.