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Allworth Financial’s Zeta Global ZETA Stock Holding History

Allworth 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 		$490K Buy
24,917
+3,932
+19% +$72.9K ﹤0.01% 990
2026
Q1 		$334K Buy
20,985
+3,619
+21% +$67K ﹤0.01% 1138
2025
Q4 		$353K Sell
17,366
-586
-3% -$10.9K ﹤0.01% 1088
2025
Q3 		$357K Buy
17,952
+10,063
+128% +$181K ﹤0.01% 1023
2025
Q2 		$122K Buy
7,889
+7,760
+6,016% +$103K ﹤0.01% 1430
2025
Q1 		$1.62K Buy
+129
New +$2.31K ﹤0.01% 3286
2024
Q4 		– Sell
-13
Closed -$388 – 4052
2024
Q3 		$388 Buy
+13
New +$306 ﹤0.01% 3474

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 $3.37T AUM 44.26% 1-Year Est. Return

Allworth Financial's ZETA Position: Q2 2026 in Review

Allworth Financial increased its Zeta Global (ZETA) stake by 19% in Q2 2026, buying an estimated $72.9K and bringing the position to 24,917 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Allworth Financial first reported a position in ZETA in Q3 2024 and has held it in 7 quarters since. 417 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Allworth Financial held 24,917 shares of Zeta Global worth $490K as of Q2 2026.
  • Allworth Financial bought 3,932 Zeta Global shares in Q2 2026, an estimated $72.9K.
  • Zeta Global made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #990 holding.
  • Allworth Financial first reported a position in Zeta Global in Q3 2024 and has held it in 7 quarters since.
  • 417 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.