DiNuzzo Private Wealth
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DiNuzzo Private Wealth’s Zeta Global ZETA Stock Holding History

DiNuzzo Private 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
Q3 		$537 Buy
17
+11
+183% +$292 ﹤0.01% 1074
2026
Q2 		$119 Buy
+6
New +$111 ﹤0.01% 1283

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RIA
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Park Avenue Securities
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Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Harbour Capital Advisors
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Washington Trust Advisors
Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return

DiNuzzo Private Wealth's ZETA Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its Zeta Global (ZETA) stake by 183% in Q3 2026, buying an estimated $292 and bringing the position to 17 shares worth $537. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

DiNuzzo Private Wealth first reported a position in ZETA in Q2 2026 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold ZETA as of Q3 2026.

  • DiNuzzo Private Wealth held 17 shares of Zeta Global worth $537 as of Q3 2026.
  • DiNuzzo Private Wealth bought 11 Zeta Global shares in Q3 2026, an estimated $292.
  • Zeta Global made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1074 holding.
  • DiNuzzo Private Wealth first reported a position in Zeta Global in Q2 2026 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held Zeta Global as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.