Stifel Financial
ZM icon

Stifel Financial’s Zoom ZM Stock Holding History

Stifel 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
Q2 		$3.05M Buy
35,348
+11,196
+46% +$1.06M ﹤0.01% 1754
2026
Q1 		$1.94M Buy
24,152
+3,141
+15% +$263K ﹤0.01% 1983
2025
Q4 		$1.81M Buy
21,011
+1,773
+9% +$149K ﹤0.01% 1999
2025
Q3 		$1.59M Sell
19,238
-553
-3% -$43.1K ﹤0.01% 2073
2025
Q2 		$1.54M Sell
19,791
-1,319
-6% -$102K ﹤0.01% 2023
2025
Q1 		$1.56M Buy
21,110
+7,200
+52% +$574K ﹤0.01% 1941
2024
Q4 		$1.14M Buy
13,910
+450
+3% +$35.4K ﹤0.01% 2174
2024
Q3 		$939K Sell
13,460
-1,602
-11% -$100K ﹤0.01% 2268
2024
Q2 		$892K Sell
15,062
-5,461
-27% -$335K ﹤0.01% 2241
2024
Q1 		$1.34M Sell
20,523
-6,333
-24% -$422K ﹤0.01% 2008
2023
Q4 		$1.93M Buy
26,856
+776
+3% +$51.3K ﹤0.01% 1690
2023
Q3 		$1.82M Buy
26,080
+1,340
+5% +$93K ﹤0.01% 1656
2023
Q2 		$1.68M Buy
24,740
+770
+3% +$51.5K ﹤0.01% 1747
2023
Q1 		$1.77M Sell
23,970
-3,186
-12% -$230K ﹤0.01% 1653
2022
Q4 		$1.84M Sell
27,156
-8,170
-23% -$621K ﹤0.01% 1581
2022
Q3 		$2.6M Buy
35,326
+2,472
+8% +$235K ﹤0.01% 1286
2022
Q2 		$3.55M Sell
32,854
-25,870
-44% -$2.73M 0.01% 1148
2022
Q1 		$6.88M Buy
58,724
+22,430
+62% +$3.05M 0.01% 892
2021
Q4 		$6.67M Sell
36,294
-7,965
-18% -$1.87M 0.01% 913
2021
Q3 		$11.6M Buy
44,259
+5,823
+15% +$1.96M 0.02% 668
2021
Q2 		$14.9M Buy
38,436
+982
+3% +$327K 0.02% 560
2021
Q1 		$12M Buy
37,454
+11,224
+43% +$4.13M 0.02% 600
2020
Q4 		$8.85M Sell
26,230
-11,423
-30% -$5.09M 0.02% 632
2020
Q3 		$17.7M Sell
37,653
-3,310
-8% -$1.06M 0.04% 380
2020
Q2 		$10.4M Buy
40,963
+7,127
+21% +$1.28M 0.02% 495
2020
Q1 		$4.94M Buy
33,836
+17,275
+104% +$1.7M 0.01% 673
2019
Q4 		$1.13M Buy
16,561
+11,884
+254% +$818K ﹤0.01% 1732
2019
Q3 		$361K Buy
+4,677
New +$421K ﹤0.01% 2340

Other funds holding ZM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Stifel Financial's ZM Position: Q2 2026 in Review

Stifel Financial increased its Zoom (ZM) stake by 46% in Q2 2026, buying an estimated $1.06M and bringing the position to 35,348 shares worth $3.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Stifel Financial first reported a position in ZM in Q3 2019 and has held it in 28 quarters since. The position peaked at $17.7M in Q3 2020. 870 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Stifel Financial held 35,348 shares of Zoom worth $3.05M as of Q2 2026.
  • Stifel Financial bought 11,196 Zoom shares in Q2 2026, an estimated $1.06M.
  • Zoom made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1754 holding.
  • Stifel Financial first reported a position in Zoom in Q3 2019 and has held it in 28 quarters since.
  • Stifel Financial's Zoom position peaked at $17.7M in Q3 2020.
  • 870 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.