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
Q2 		$4.91K Sell
1,674
-2,684
-62% -$12.1K ﹤0.01% 2096
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 $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UMB Bank's GTM Position: Q2 2026 in Review

UMB Bank reduced its ZoomInfo Technologies (GTM) stake by 62% in Q2 2026, selling an estimated $12.1K and leaving 1,674 shares worth $4.91K. The position accounts for ﹤0.01% of the portfolio, ranked #2096.

UMB Bank first reported a position in GTM in Q3 2022 and has held it in 15 quarters since. The position peaked at $897K in Q3 2022. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • UMB Bank held 1,674 shares of ZoomInfo Technologies worth $4.91K as of Q2 2026.
  • UMB Bank sold 2,684 ZoomInfo Technologies shares in Q2 2026, an estimated $12.1K.
  • ZoomInfo Technologies made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2096 holding.
  • UMB Bank first reported a position in ZoomInfo Technologies in Q3 2022 and has held it in 15 quarters since.
  • UMB Bank's ZoomInfo Technologies position peaked at $897K in Q3 2022.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.