Bank of America
ZETA icon

Bank of America’s Zeta Global ZETA Stock Holding History

Bank of America’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
Q1 		$61.4M Buy
3,853,723
+1,244,057
+48% +$23M ﹤0.01% 1461
2025
Q4 		$53.1M Buy
2,609,666
+784,818
+43% +$14.7M ﹤0.01% 1518
2025
Q3 		$36.3M Buy
1,824,848
+1,006,772
+123% +$18.1M ﹤0.01% 2027
2025
Q2 		$12.7M Sell
818,076
-63,830
-7% -$848K ﹤0.01% 2993
2025
Q1 		$12M Buy
881,906
+161,401
+22% +$2.88M ﹤0.01% 2947
2024
Q4 		$13M Sell
720,505
-661,774
-48% -$16.7M ﹤0.01% 2685
2024
Q3 		$41.2M Buy
1,382,279
+87,548
+7% +$2.06M ﹤0.01% 1733
2024
Q2 		$22.9M Buy
1,294,731
+952,386
+278% +$14M ﹤0.01% 2112
2024
Q1 		$3.74M Buy
342,345
+58,704
+21% +$586K ﹤0.01% 3892
2023
Q4 		$2.5M Buy
283,641
+89,815
+46% +$754K ﹤0.01% 4186
2023
Q3 		$1.62M Buy
193,826
+4,976
+3% +$41K ﹤0.01% 4458
2023
Q2 		$1.61M Sell
188,850
-467,907
-71% -$4.28M ﹤0.01% 4396
2023
Q1 		$7.11M Buy
656,757
+447,949
+215% +$4.32M ﹤0.01% 3166
2022
Q4 		$1.71M Buy
208,808
+43,879
+27% +$356K ﹤0.01% 4399
2022
Q3 		$1.09M Sell
164,929
-159,662
-49% -$986K ﹤0.01% 4829
2022
Q2 		$1.47M Buy
324,591
+105,871
+48% +$929K ﹤0.01% 4569
2022
Q1 		$2.79M Buy
218,720
+111,213
+103% +$1.13M ﹤0.01% 4252
2021
Q4 		$906K Buy
107,507
+54,115
+101% +$455K ﹤0.01% 5388
2021
Q3 		$313K Buy
53,392
+48,894
+1,087% +$312K ﹤0.01% 5985
2021
Q2 		$38K Buy
+4,498
New +$38K ﹤0.01% 6947

Other funds holding ZETA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return