UB
ZM icon

UMB Bank’s Zoom ZM Stock Holding History

UMB Bank’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 		$3.94K Sell
49
-607
-93% -$50.8K ﹤0.01% 2070
2025
Q4 		$56.6K Buy
656
+618
+1,626% +$52K ﹤0.01% 1201
2025
Q3 		$3.13K Buy
38
+2
+6% +$156 ﹤0.01% 1978
2025
Q2 		$2.81K Buy
36
+13
+57% +$1K ﹤0.01% 1953
2025
Q1 		$1.7K Buy
23
+5
+28% +$398 ﹤0.01% 1991
2024
Q4 		$1.47K Hold
18
– – ﹤0.01% 1976
2024
Q3 		$1.25K Sell
18
-274
-94% -$17.1K ﹤0.01% 2042
2024
Q2 		$17.3K Sell
292
-32
-10% -$1.97K ﹤0.01% 1125
2024
Q1 		$21.2K Hold
324
– – ﹤0.01% 1053
2023
Q4 		$23.3K Sell
324
-30
-8% -$1.98K ﹤0.01% 1019
2023
Q3 		$24.8K Sell
354
-89
-20% -$6.18K ﹤0.01% 1019
2023
Q2 		$30.1K Hold
443
– – ﹤0.01% 976
2023
Q1 		$32.7K Sell
443
-55
-11% -$3.96K ﹤0.01% 949
2022
Q4 		$34K Sell
498
-156
-24% -$11.8K ﹤0.01% 954
2022
Q3 		$48K Sell
654
-220
-25% -$20.9K ﹤0.01% 884
2022
Q2 		$94K Buy
874
+86
+11% +$9.07K ﹤0.01% 769
2022
Q1 		$92K Buy
788
+186
+31% +$25.3K ﹤0.01% 795
2021
Q4 		$110K Buy
+602
New +$142K ﹤0.01% 792
2021
Q1 		– Sell
-621
Closed -$210K – 367
2020
Q4 		$210K Buy
+621
New +$277K 0.01% 335

Other funds holding ZM

BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $141B 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