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Compass Financial Management’s Zeta Global ZETA Stock Holding History

Compass Financial Management’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 		$295 Buy
+15
New +$278 ﹤0.01% 1458

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

Compass Financial Management's ZETA Position: Q2 2026 in Review

Compass Financial Management opened a new position in Zeta Global (ZETA) in Q2 2026: 15 shares worth $295. The stake represents ﹤0.01% of the portfolio and ranks #1458 among its holdings.

395 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Compass Financial Management held 15 shares of Zeta Global worth $295 as of Q2 2026.
  • Zeta Global was a new Compass Financial Management position in Q2 2026.
  • Zeta Global made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1458 holding.
  • 395 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.