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
Q2 		$407K Buy
4,715
+166
+4% +$15.7K 0.03% 187
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 $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

SYM Financial Corp's ZM Position: Q2 2026 in Review

SYM Financial Corp increased its Zoom (ZM) stake by 3.6% in Q2 2026, buying an estimated $15.7K and bringing the position to 4,715 shares worth $407K. The position accounts for 0.03% of the portfolio, ranked #187.

SYM Financial Corp first reported a position in ZM in Q3 2024 and has held it in 8 quarters since. The position peaked at $543K in Q4 2025. 870 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

  • SYM Financial Corp held 4,715 shares of Zoom worth $407K as of Q2 2026.
  • SYM Financial Corp bought 166 Zoom shares in Q2 2026, an estimated $15.7K.
  • Zoom made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #187 holding.
  • SYM Financial Corp first reported a position in Zoom in Q3 2024 and has held it in 8 quarters since.
  • SYM Financial Corp's Zoom position peaked at $543K in Q4 2025.
  • 870 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.