UB
GTM

UMB Bank’s ZoomInfo Technologies GTM Stock Holding History

UMB Bank’s Portfolio GTM Stock Details GTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.1K Sell
4,358
-172
-4% -$1.26K ﹤0.01% 1498
2025
Q4 		$46.1K Buy
4,530
+37
+0.8% +$381 ﹤0.01% 1272
2025
Q3 		$49K Buy
4,493
+530
+13% +$5.68K ﹤0.01% 1165
2025
Q2 		$40.1K Buy
3,963
+567
+17% +$5.25K ﹤0.01% 1190
2025
Q1 		$34K Buy
3,396
+1,889
+125% +$19.8K ﹤0.01% 1195
2024
Q4 		$15.8K Buy
1,507
+464
+44% +$4.96K ﹤0.01% 1338
2024
Q3 		$10.8K Buy
1,043
+799
+327% +$8.37K ﹤0.01% 1453
2024
Q2 		$3.12K Buy
244
+205
+526% +$2.87K ﹤0.01% 1610
2024
Q1 		$625 Buy
+39
New +$635 ﹤0.01% 1922
2023
Q4 		– Sell
-46
Closed -$754 – 1767
2023
Q3 		$754 Sell
46
-10,235
-100% -$209K ﹤0.01% 1620
2023
Q2 		$261K Buy
10,281
+1,680
+20% +$39.8K ﹤0.01% 518
2023
Q1 		$213K Sell
8,601
-4,563
-35% -$117K ﹤0.01% 562
2022
Q4 		$396K Sell
13,164
-8,376
-39% -$289K 0.01% 454
2022
Q3 		$897K Buy
+21,540
New +$915K 0.02% 357

Other funds holding GTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

UMB Bank's GTM Position: Q1 2026 in Review

UMB Bank reduced its ZoomInfo Technologies (GTM) stake by 3.8% in Q1 2026, selling an estimated $1.26K and leaving 4,358 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

UMB Bank first reported a position in GTM in Q3 2022 and has held it in 14 quarters since. The position peaked at $897K in Q3 2022. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • UMB Bank held 4,358 shares of ZoomInfo Technologies worth $26.1K as of Q1 2026.
  • UMB Bank sold 172 ZoomInfo Technologies shares in Q1 2026, an estimated $1.26K.
  • ZoomInfo Technologies made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1498 holding.
  • UMB Bank first reported a position in ZoomInfo Technologies in Q3 2022 and has held it in 14 quarters since.
  • UMB Bank's ZoomInfo Technologies position peaked at $897K in Q3 2022.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.