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Creative Financial Designs’s Zeta Global ZETA Stock Holding History

Creative Financial Designs’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 		– Sell
-500
Closed -$7.96K – 2348
2026
Q1 		$7.96K Hold
500
– – ﹤0.01% 1473
2025
Q4 		$10.2K Hold
500
– – ﹤0.01% 1355
2025
Q3 		$9.94K Hold
500
– – ﹤0.01% 1368
2025
Q2 		$7.75K Hold
500
– – ﹤0.01% 1409
2025
Q1 		$6.78K Hold
500
– – ﹤0.01% 1395
2024
Q4 		$8.99K Buy
+500
New +$12.6K ﹤0.01% 1280

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

Creative Financial Designs's ZETA Position: Q2 2026 in Review

Creative Financial Designs sold out of Zeta Global (ZETA) in Q2 2026, closing a stake of 500 shares — an estimated $7.96K sold.

Creative Financial Designs first reported a position in ZETA in Q4 2024 and held it in 6 quarters. The position peaked at $10.2K in Q4 2025. 417 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Creative Financial Designs reported no remaining Zeta Global position as of Q2 2026 after selling out during the quarter.
  • Creative Financial Designs sold 500 Zeta Global shares in Q2 2026, an estimated $7.96K.
  • Creative Financial Designs first reported a position in Zeta Global in Q4 2024 and held it in 6 quarters.
  • Creative Financial Designs's Zeta Global position peaked at $10.2K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.