Regal Investment Advisors LLC

Position in ZM — Zoom Communications, Inc.

CIK 1559789 KENTWOOD, MI

Position in ZM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,439,552

+$207,765 QoQ

Shares Held

28,265

+1.8% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#290

of 865 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 48% None 52%

Technology · as of Jun 30, 2026

Regal Investment Advisors LLC holds $6,179,115 across 5 Software - Application names. ZM ranks #1 (39.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ZM	Zoom Communications, Inc. This page	28,265	$2,439,552
2	ADP	Automatic Data Processing Inc	7,505	$1,680,744
3	NOW	ServiceNow, Inc.	10,839	$1,076,095
4	UBER	Uber Technologies, Inc	10,098	$728,671
5	HUBS	Hubspot Inc	1,392	$254,053

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,439,552	28,265	+1.8%	Shares	Sole	2026-08-14
2026-03-31	$2,231,787	27,762	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.