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Farther Finance Advisors’s Zeta Global ZETA Stock Holding History

Farther Finance Advisors’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 		$158K Sell
5,007
-735
-13% -$19.5K ﹤0.01% 2484
2026
Q2 		$113K Buy
5,742
+4,628
+415% +$85.8K ﹤0.01% 2626
2026
Q1 		$17.5K Sell
1,114
-318
-22% -$5.89K ﹤0.01% 3751
2025
Q4 		$29.1K Sell
1,432
-410
-22% -$7.66K ﹤0.01% 3171
2025
Q3 		$36.6K Buy
1,842
+1,023
+125% +$18.4K ﹤0.01% 2633
2025
Q2 		$12.7K Sell
819
-159
-16% -$2.11K ﹤0.01% 2948
2025
Q1 		$13.7K Buy
978
+948
+3,160% +$16.9K ﹤0.01% 2583
2024
Q4 		$540 Sell
30
-1,365
-98% -$34.5K ﹤0.01% 3431
2024
Q3 		$41.6K Buy
1,395
+1,360
+3,886% +$32K ﹤0.01% 1751
2024
Q2 		$637 Hold
35
– – ﹤0.01% 3215
2024
Q1 		$378 Hold
35
– – ﹤0.01% 3103
2023
Q4 		$309 Buy
+35
New +$294 ﹤0.01% 3126

Other funds holding ZETA

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

Farther Finance Advisors's ZETA Position: Q3 2026 in Review

Farther Finance Advisors reduced its Zeta Global (ZETA) stake by 13% in Q3 2026, selling an estimated $19.5K and leaving 5,007 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #2484.

Farther Finance Advisors first reported a position in ZETA in Q4 2023 and has held it in 12 quarters since. 16 funds tracked by Wall St. Rank hold ZETA as of Q3 2026.

  • Farther Finance Advisors held 5,007 shares of Zeta Global worth $158K as of Q3 2026.
  • Farther Finance Advisors sold 735 Zeta Global shares in Q3 2026, an estimated $19.5K.
  • Zeta Global made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2484 holding.
  • Farther Finance Advisors first reported a position in Zeta Global in Q4 2023 and has held it in 12 quarters since.
  • 16 funds tracked by Wall St. Rank held Zeta Global as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.