SMFG
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Sumitomo Mitsui Financial Group’s Zoom ZM Stock Holding History

Sumitomo Mitsui Financial Group’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
2025
Q3 		– Sell
-10,549
Closed -$48.8K – 244
2025
Q2 		$48.8K Buy
+10,549
New +$816K ﹤0.01% 186
2025
Q1 		– Sell
-2,043
Closed -$17K – 208
2024
Q4 		$17K Buy
+2,043
New +$161K ﹤0.01% 151
2024
Q3 		– Sell
-30,000
Closed -$5.45K – 197
2024
Q2 		$5.45K Buy
+30,000
New +$1.84M ﹤0.01% 173
2023
Q1 		– Sell
-10,000
Closed -$47.5K – 182
2022
Q4 		$47.5K Buy
10,000
+5,000
+100% +$380K ﹤0.01% 151
2022
Q3 		$5K Buy
+5,000
New +$476K ﹤0.01% 188

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

Sumitomo Mitsui Financial Group's ZM Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group reduced its Zoom (ZM) stake by 72% in Q2 2026, selling an estimated $86.9K and leaving 349 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

Sumitomo Mitsui Financial Group first reported a position in ZM in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.29M in Q1 2022. 870 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • Sumitomo Mitsui Financial Group held 349 shares of Zoom worth $30.1K as of Q2 2026.
  • Sumitomo Mitsui Financial Group sold 919 Zoom shares in Q2 2026, an estimated $86.9K.
  • Zoom made up ﹤0.01% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #203 holding.
  • Sumitomo Mitsui Financial Group first reported a position in Zoom in Q3 2021 and has held it in 19 quarters since.
  • Sumitomo Mitsui Financial Group's Zoom position peaked at $7.29M in Q1 2022.
  • 870 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.