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Bravera Wealth’s Zeta Global ZETA Stock Holding History

Bravera Wealth’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 		$18.8K Hold
957
– – 0.01% 234
2026
Q1 		$15.2K Hold
957
– – 0.01% 266
2025
Q4 		$19.5K Buy
+957
New +$17.9K 0.01% 236

Other funds holding ZETA

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
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
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Bravera Wealth's ZETA Position: Q2 2026 in Review

Bravera Wealth held its Zeta Global (ZETA) position steady in Q2 2026 at 957 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #234.

Bravera Wealth first reported a position in ZETA in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.5K in Q4 2025. 77 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Bravera Wealth held 957 shares of Zeta Global worth $18.8K as of Q2 2026.
  • Bravera Wealth left its Zeta Global share count unchanged in Q2 2026.
  • Zeta Global made up 0.01% of Bravera Wealth's portfolio in Q2 2026, its #234 holding.
  • Bravera Wealth first reported a position in Zeta Global in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's Zeta Global position peaked at $19.5K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.