SJBenen ADVISORY
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SJBenen ADVISORY’s Zoom ZM Stock Holding History

SJBenen ADVISORY’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 		$666K Buy
+7,100
New +$677K 0.4% 22

Other funds holding ZM

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
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

SJBenen ADVISORY's ZM Position: Q3 2026 in Review

SJBenen ADVISORY opened a new position in Zoom (ZM) in Q3 2026: 7,100 shares worth $666K. The stake represents 0.4% of the portfolio and ranks #22 among its holdings.

497 funds tracked by Wall St. Rank hold ZM as of Q3 2026.

  • SJBenen ADVISORY held 7,100 shares of Zoom worth $666K as of Q3 2026.
  • Zoom was a new SJBenen ADVISORY position in Q3 2026.
  • Zoom made up 0.4% of SJBenen ADVISORY's portfolio in Q3 2026, its #22 holding.
  • 497 funds tracked by Wall St. Rank held Zoom as of Q3 2026.

Based on SJBenen ADVISORY's 13F filing for Q3 2026, filed 19 Oct 2026.