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Bleakley Financial Group’s Zeta Global ZETA Stock Holding History

Bleakley Financial Group’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
2025
Q1 		– Sell
-14,104
Closed -$254K – 1039
2024
Q4 		$254K Buy
14,104
+636
+5% +$16.1K 0.01% 861
2024
Q3 		$402K Buy
+13,468
New +$317K 0.01% 670

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bleakley Financial Group's ZETA Position: Q1 2025 in Review

Bleakley Financial Group sold out of Zeta Global (ZETA) in Q1 2025, closing a stake of 14,104 shares — an estimated $254K sold.

Bleakley Financial Group first reported a position in ZETA in Q3 2024 and held it in 2 quarters. The position peaked at $402K in Q3 2024. 306 funds tracked by Wall St. Rank hold ZETA as of Q1 2025.

  • Bleakley Financial Group reported no remaining Zeta Global position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 14,104 Zeta Global shares in Q1 2025, an estimated $254K.
  • Bleakley Financial Group first reported a position in Zeta Global in Q3 2024 and held it in 2 quarters.
  • Bleakley Financial Group's Zeta Global position peaked at $402K in Q3 2024.
  • 306 funds tracked by Wall St. Rank held Zeta Global as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.