CIBC Private Wealth Group’s Zeta Global ZETA Stock Holding History

CIBC Private Wealth 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 Q4	$12K	Sell	589 -15,076	-96%	-$282K	﹤0.01%	2357
2025 Q3	$311K	Sell	15,665 -8	-0.1%	-$144	﹤0.01%	1005
2025 Q2	$243K	Buy	15,673 +644	+4%	+$8.55K	﹤0.01%	1040
2025 Q1	$175K	Sell	15,029 -62,726	-81%	-$1.12M	﹤0.01%	1123
2024 Q4	$1.44M	Sell	77,755 -5,287,564	-99%	-$134M	﹤0.01%	628
2024 Q3	$160M	Buy	+5,365,319	New	+$126M	0.29%	90
2024 Q2	–	Sell	-38	Closed	-$411	–	3311
2024 Q1	$411	Buy	+38	New	+$379	﹤0.01%	2952

Other funds holding ZETA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CIBC Private Wealth Group's ZETA Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Zeta Global (ZETA) stake by 96% in Q4 2025, selling an estimated $282K and leaving 589 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2357.

CIBC Private Wealth Group first reported a position in ZETA in Q1 2024 and has held it in 7 quarters since. The position peaked at $160M in Q3 2024. 387 funds tracked by Wall St. Rank hold ZETA as of Q4 2025.

CIBC Private Wealth Group held 589 shares of Zeta Global worth $12K as of Q4 2025.
CIBC Private Wealth Group sold 15,076 Zeta Global shares in Q4 2025, an estimated $282K.
Zeta Global made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2357 holding.
CIBC Private Wealth Group first reported a position in Zeta Global in Q1 2024 and has held it in 7 quarters since.
CIBC Private Wealth Group's Zeta Global position peaked at $160M in Q3 2024.
387 funds tracked by Wall St. Rank held Zeta Global as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.