TFC Financial Management’s Zoom ZM Stock Holding History

TFC Financial Management’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	$3.54K	Hold	41	–	–	﹤0.01%	514
2026 Q1	$3.3K	Hold	41	–	–	﹤0.01%	495
2025 Q4	$3.54K	Hold	41	–	–	﹤0.01%	477
2025 Q3	$3.38K	Hold	41	–	–	﹤0.01%	495
2025 Q2	$3.2K	Buy	41 +1	+3%	+$77	﹤0.01%	461
2025 Q1	$2.95K	Hold	40	–	–	﹤0.01%	452
2024 Q4	$3.27K	Hold	40	–	–	﹤0.01%	454
2024 Q3	$2.79K	Hold	40	–	–	﹤0.01%	471
2024 Q2	$2.37K	Sell	40 -151	-79%	-$9.28K	﹤0.01%	463
2024 Q1	$12.5K	Buy	191 +1	+0.5%	+$67	﹤0.01%	321
2023 Q4	$13.7K	Sell	190 -5	-3%	-$331	﹤0.01%	312
2023 Q3	$13.6K	Hold	195	–	–	﹤0.01%	317
2023 Q2	$13.2K	Buy	195 +115	+144%	+$7.69K	﹤0.01%	320
2023 Q1	$5.91K	Buy	80 +40	+100%	+$2.88K	﹤0.01%	394
2022 Q4	$2.71K	Hold	40	–	–	﹤0.01%	374
2022 Q3	$3K	Hold	40	–	–	﹤0.01%	390
2022 Q2	$4K	Hold	40	–	–	﹤0.01%	356
2022 Q1	$5K	Hold	40	–	–	﹤0.01%	353
2021 Q4	$7K	Sell	40 -87	-69%	-$20.5K	﹤0.01%	371
2021 Q3	$33K	Hold	127	–	–	0.01%	231
2021 Q2	$49K	Hold	127	–	–	0.02%	205
2021 Q1	$41K	Buy	127 +7	+6%	+$2.58K	0.02%	205
2020 Q4	$40K	Hold	120	–	–	0.02%	204
2020 Q3	$56K	Buy	+120	New	+$38.4K	0.03%	168

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

TFC Financial Management's ZM Position: Q2 2026 in Review

TFC Financial Management held its Zoom (ZM) position steady in Q2 2026 at 41 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

TFC Financial Management first reported a position in ZM in Q3 2020 and has held it in 24 quarters since. The position peaked at $56K in Q3 2020. 868 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

TFC Financial Management held 41 shares of Zoom worth $3.54K as of Q2 2026.
TFC Financial Management left its Zoom share count unchanged in Q2 2026.
Zoom made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #514 holding.
TFC Financial Management first reported a position in Zoom in Q3 2020 and has held it in 24 quarters since.
TFC Financial Management's Zoom position peaked at $56K in Q3 2020.
868 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.