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Cornerstone Planning Group’s Zeta Global ZETA Stock Holding History

Cornerstone Planning 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
2026
Q2 		$43.7K Hold
2,167
– – 0.01% 435
2026
Q1 		$38.7K Buy
2,167
+867
+67% +$16.1K 0.01% 468
2025
Q4 		$26.4K Buy
1,300
+1,260
+3,150% +$23.5K ﹤0.01% 518
2025
Q3 		$2.87K Buy
+40
New +$718 ﹤0.01% 1089

Other funds holding ZETA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
RIA
RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return

Cornerstone Planning Group's ZETA Position: Q2 2026 in Review

Cornerstone Planning Group held its Zeta Global (ZETA) position steady in Q2 2026 at 2,167 shares worth $43.7K. The position accounts for 0.01% of the portfolio, ranked #435.

Cornerstone Planning Group first reported a position in ZETA in Q3 2025 and has held it in 4 quarters since. 198 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Cornerstone Planning Group held 2,167 shares of Zeta Global worth $43.7K as of Q2 2026.
  • Cornerstone Planning Group left its Zeta Global share count unchanged in Q2 2026.
  • Zeta Global made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #435 holding.
  • Cornerstone Planning Group first reported a position in Zeta Global in Q3 2025 and has held it in 4 quarters since.
  • 198 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.