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
Q2 		– Sell
-10,090
Closed -$60.3K – 5601
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial's GTM Position: Q2 2026 in Review

Raymond James Financial sold out of ZoomInfo Technologies (GTM) in Q2 2026, closing a stake of 10,090 shares — an estimated $60.3K sold.

Raymond James Financial first reported a position in GTM in Q4 2024 and held it in 6 quarters. The position peaked at $8.83M in Q3 2025. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • Raymond James Financial reported no remaining ZoomInfo Technologies position as of Q2 2026 after selling out during the quarter.
  • Raymond James Financial sold 10,090 ZoomInfo Technologies shares in Q2 2026, an estimated $60.3K.
  • Raymond James Financial first reported a position in ZoomInfo Technologies in Q4 2024 and held it in 6 quarters.
  • Raymond James Financial's ZoomInfo Technologies position peaked at $8.83M in Q3 2025.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.