Phoenix Financial
ZM icon

Phoenix Financial’s Zoom ZM Stock Holding History

Phoenix Financial’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.88M Buy
31,738
+926
+3% +$88.3K 0.02% 168
2026
Q2 		$2.65M Buy
30,812
+6,149
+25% +$581K 0.02% 173
2026
Q1 		$1.98M Buy
+24,663
New +$2.07M 0.02% 179
2021
Q2 		– Sell
-3,646
Closed -$1.14M – 431
2021
Q1 		$1.14M Buy
3,646
+2,550
+233% +$939K 0.03% 274
2020
Q4 		$385K Sell
1,096
-403
-27% -$180K 0.01% 271
2020
Q3 		$658K Buy
1,499
+424
+39% +$136K 0.03% 221
2020
Q2 		$253K Buy
+1,075
New +$193K 0.01% 274

Other funds holding ZM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Phoenix Financial's ZM Position: Q3 2026 in Review

Phoenix Financial increased its Zoom (ZM) stake by 3% in Q3 2026, buying an estimated $88.3K and bringing the position to 31,738 shares worth $2.88M. The position accounts for 0.02% of the portfolio, ranked #168.

Phoenix Financial first reported a position in ZM in Q2 2020 and has held it in 7 quarters since. 706 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • Phoenix Financial held 31,738 shares of Zoom worth $2.88M as of Q3 2026.
  • Phoenix Financial bought 926 Zoom shares in Q3 2026, an estimated $88.3K.
  • Zoom made up 0.02% of Phoenix Financial's portfolio in Q3 2026, its #168 holding.
  • Phoenix Financial first reported a position in Zoom in Q2 2020 and has held it in 7 quarters since.
  • 706 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on Phoenix Financial's 13F filing for Q3 2026, filed 9 Nov 2026.