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Bear Mountain Capital’s Zeta Global ZETA Stock Holding History

Bear Mountain Capital’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 		$203 Hold
9
– – ﹤0.01% 192
2026
Q1 		$163 Hold
9
– – ﹤0.01% 177
2025
Q4 		$194 Hold
9
– – ﹤0.01% 178
2025
Q3 		$175 Buy
+9
New +$162 ﹤0.01% 280

Other funds holding ZETA

SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Bear Mountain Capital's ZETA Position: Q2 2026 in Review

Bear Mountain Capital held its Zeta Global (ZETA) position steady in Q2 2026 at 9 shares worth $203. The position accounts for ﹤0.01% of the portfolio, ranked #192.

Bear Mountain Capital first reported a position in ZETA in Q3 2025 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Bear Mountain Capital held 9 shares of Zeta Global worth $203 as of Q2 2026.
  • Bear Mountain Capital left its Zeta Global share count unchanged in Q2 2026.
  • Zeta Global made up ﹤0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #192 holding.
  • Bear Mountain Capital first reported a position in Zeta Global in Q3 2025 and has held it in 4 quarters since.
  • 98 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.