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Fiduciary Alliance’s Zeta Global ZETA Stock Holding History

Fiduciary Alliance’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
Q1 		$6.18M Buy
356,064
+159,943
+82% +$2.96M 0.37% 68
2025
Q4 		$3.99M Buy
196,121
+72,296
+58% +$1.35M 0.26% 89
2025
Q3 		$2.46M Buy
+123,825
New +$2.22M 0.16% 132

Other funds holding ZETA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Fiduciary Alliance's ZETA Position: Q1 2026 in Review

Fiduciary Alliance increased its Zeta Global (ZETA) stake by 82% in Q1 2026, buying an estimated $2.96M and bringing the position to 356,064 shares worth $6.18M. The position accounts for 0.37% of the portfolio, ranked #68.

Fiduciary Alliance first reported a position in ZETA in Q3 2025 and has held it in 3 quarters since. 398 funds tracked by Wall St. Rank hold ZETA as of Q1 2026.

  • Fiduciary Alliance held 356,064 shares of Zeta Global worth $6.18M as of Q1 2026.
  • Fiduciary Alliance bought 159,943 Zeta Global shares in Q1 2026, an estimated $2.96M.
  • Zeta Global made up 0.37% of Fiduciary Alliance's portfolio in Q1 2026, its #68 holding.
  • Fiduciary Alliance first reported a position in Zeta Global in Q3 2025 and has held it in 3 quarters since.
  • 398 funds tracked by Wall St. Rank held Zeta Global as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.