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Bare Financial Services’s Zeta Global ZETA Stock Holding History

Bare Financial Services’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 		$1.81K Buy
92
+44
+92% +$816 ﹤0.01% 1156
2026
Q1 		$764 Sell
48
-38
-44% -$704 ﹤0.01% 1364
2025
Q4 		$1.75K Buy
86
+61
+244% +$1.14K ﹤0.01% 909
2025
Q3 		$497 Buy
+25
New +$449 ﹤0.01% 1295

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

Bare Financial Services's ZETA Position: Q2 2026 in Review

Bare Financial Services increased its Zeta Global (ZETA) stake by 92% in Q2 2026, buying an estimated $816 and bringing the position to 92 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

Bare Financial Services first reported a position in ZETA in Q3 2025 and has held it in 4 quarters since. 418 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Bare Financial Services held 92 shares of Zeta Global worth $1.81K as of Q2 2026.
  • Bare Financial Services bought 44 Zeta Global shares in Q2 2026, an estimated $816.
  • Zeta Global made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1156 holding.
  • Bare Financial Services first reported a position in Zeta Global in Q3 2025 and has held it in 4 quarters since.
  • 418 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.