Raymond James Financial
GTM

Raymond James Financial’s ZoomInfo Technologies GTM Stock Holding History

Raymond James 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
Q1 		$60.3K Sell
10,090
-766,509
-99% -$5.64M ﹤0.01% 5100
2025
Q4 		$7.79M Sell
776,599
-32,636
-4% -$336K ﹤0.01% 2166
2025
Q3 		$8.83M Sell
809,235
-48,289
-6% -$518K ﹤0.01% 2019
2025
Q2 		$8.68M Buy
857,524
+33,469
+4% +$310K ﹤0.01% 1975
2025
Q1 		$8.24M Sell
824,055
-6,503
-0.8% -$68.2K ﹤0.01% 1975
2024
Q4 		$8.73M Buy
+830,558
New +$8.88M ﹤0.01% 1938

Other funds holding GTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Raymond James Financial's GTM Position: Q1 2026 in Review

Raymond James Financial reduced its ZoomInfo Technologies (GTM) stake by 99% in Q1 2026, selling an estimated $5.64M and leaving 10,090 shares worth $60.3K. The position accounts for ﹤0.01% of the portfolio, ranked #5100.

Raymond James Financial first reported a position in GTM in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.83M in Q3 2025. 363 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • Raymond James Financial held 10,090 shares of ZoomInfo Technologies worth $60.3K as of Q1 2026.
  • Raymond James Financial sold 766,509 ZoomInfo Technologies shares in Q1 2026, an estimated $5.64M.
  • ZoomInfo Technologies made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #5100 holding.
  • Raymond James Financial first reported a position in ZoomInfo Technologies in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's ZoomInfo Technologies position peaked at $8.83M in Q3 2025.
  • 363 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.