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Essential Investment Partners’s Zeta Global ZETA Stock Holding History

Essential Investment Partners’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 		$1.55M Buy
78,973
+7,390
+10% +$137K 1.25% 25
2026
Q1 		$1.14M Buy
+71,583
New +$1.33M 1.06% 32

Other funds holding ZETA

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Essential Investment Partners's ZETA Position: Q2 2026 in Review

Essential Investment Partners increased its Zeta Global (ZETA) stake by 10% in Q2 2026, buying an estimated $137K and bringing the position to 78,973 shares worth $1.55M. The position accounts for 1.25% of the portfolio, ranked #25.

Essential Investment Partners first reported a position in ZETA in Q1 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Essential Investment Partners held 78,973 shares of Zeta Global worth $1.55M as of Q2 2026.
  • Essential Investment Partners bought 7,390 Zeta Global shares in Q2 2026, an estimated $137K.
  • Zeta Global made up 1.25% of Essential Investment Partners's portfolio in Q2 2026, its #25 holding.
  • Essential Investment Partners first reported a position in Zeta Global in Q1 2026 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.