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Financial Management Professionals’s Zeta Global ZETA Stock Holding History

Financial Management Professionals’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 		$13.9K Buy
707
+2
+0.3% +$37 ﹤0.01% 524
2026
Q1 		$11.2K Buy
+705
New +$13.1K ﹤0.01% 512
2025
Q3 		– Sell
-10
Closed -$155 – 1077
2025
Q2 		$155 Hold
10
– – ﹤0.01% 988
2025
Q1 		$136 Buy
+10
New +$179 ﹤0.01% 970

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

Financial Management Professionals's ZETA Position: Q2 2026 in Review

Financial Management Professionals increased its Zeta Global (ZETA) stake by 0.28% in Q2 2026, buying an estimated $37 and bringing the position to 707 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Financial Management Professionals first reported a position in ZETA in Q1 2025 and has held it in 4 quarters since. 417 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Financial Management Professionals held 707 shares of Zeta Global worth $13.9K as of Q2 2026.
  • Financial Management Professionals bought 2 Zeta Global shares in Q2 2026, an estimated $37.
  • Zeta Global made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #524 holding.
  • Financial Management Professionals first reported a position in Zeta Global in Q1 2025 and has held it in 4 quarters since.
  • 417 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.