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Advisornet Financial’s Zeta Global ZETA Stock Holding History

Advisornet Financial’s Portfolio ZETA Stock Details ZETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$138 Hold
7
– – ﹤0.01% 2198
2026
Q1 		$111 Hold
7
– – ﹤0.01% 2197
2025
Q4 		$142 Hold
7
– – ﹤0.01% 2177
2025
Q3 		$139 Hold
7
– – ﹤0.01% 2177
2025
Q2 		$108 Buy
+7
New +$93 ﹤0.01% 2176

Other funds holding ZETA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Advisornet Financial's ZETA Position: Q2 2026 in Review

Advisornet Financial held its Zeta Global (ZETA) position steady in Q2 2026 at 7 shares worth $138. The position accounts for ﹤0.01% of the portfolio, ranked #2198.

Advisornet Financial first reported a position in ZETA in Q2 2025 and has held it in 5 quarters since. The position peaked at $142 in Q4 2025. 418 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Advisornet Financial held 7 shares of Zeta Global worth $138 as of Q2 2026.
  • Advisornet Financial left its Zeta Global share count unchanged in Q2 2026.
  • Zeta Global made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #2198 holding.
  • Advisornet Financial first reported a position in Zeta Global in Q2 2025 and has held it in 5 quarters since.
  • Advisornet Financial's Zeta Global position peaked at $142 in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

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