SFC
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SYM Financial Corp’s Zoom ZM Stock Holding History

SYM Financial Corp’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
Q1 		$366K Sell
4,549
-1,739
-28% -$146K 0.04% 182
2025
Q4 		$543K Buy
6,288
+1,595
+34% +$134K 0.06% 121
2025
Q3 		$387K Sell
4,693
-262
-5% -$20.4K 0.04% 153
2025
Q2 		$386K Buy
4,955
+415
+9% +$32.1K 0.04% 162
2025
Q1 		$335K Sell
4,540
-37
-0.8% -$2.95K 0.04% 155
2024
Q4 		$374K Buy
4,577
+1,216
+36% +$95.6K 0.05% 127
2024
Q3 		$234K Buy
+3,361
New +$210K 0.03% 149

Other funds holding ZM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SYM Financial Corp's ZM Position: Q1 2026 in Review

SYM Financial Corp reduced its Zoom (ZM) stake by 28% in Q1 2026, selling an estimated $146K and leaving 4,549 shares worth $366K. The position accounts for 0.04% of the portfolio, ranked #182.

SYM Financial Corp first reported a position in ZM in Q3 2024 and has held it in 7 quarters since. The position peaked at $543K in Q4 2025. 815 funds tracked by Wall St. Rank hold ZM as of Q1 2026.

  • SYM Financial Corp held 4,549 shares of Zoom worth $366K as of Q1 2026.
  • SYM Financial Corp sold 1,739 Zoom shares in Q1 2026, an estimated $146K.
  • Zoom made up 0.04% of SYM Financial Corp's portfolio in Q1 2026, its #182 holding.
  • SYM Financial Corp first reported a position in Zoom in Q3 2024 and has held it in 7 quarters since.
  • SYM Financial Corp's Zoom position peaked at $543K in Q4 2025.
  • 815 funds tracked by Wall St. Rank held Zoom as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.