Fortitude Family Office’s Zeta Global ZETA Stock Holding History

Fortitude Family Office’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	$8.62K	Buy	273 +31	+13%	+$823	﹤0.01%	1286
2026 Q2	$4.76K	Buy	242 +46	+23%	+$853	﹤0.01%	1096
2026 Q1	$3.12K	Hold	196	–	–	﹤0.01%	1112
2025 Q4	$3.99K	Hold	196	–	–	﹤0.01%	902
2025 Q3	$3.9K	Hold	196	–	–	﹤0.01%	900
2025 Q2	$3.04K	Buy	+196	New	+$2.6K	﹤0.01%	1004

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Fortitude Family Office's ZETA Position: Q3 2026 in Review

Fortitude Family Office increased its Zeta Global (ZETA) stake by 13% in Q3 2026, buying an estimated $823 and bringing the position to 273 shares worth $8.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

Fortitude Family Office first reported a position in ZETA in Q2 2025 and has held it in 6 quarters since. 27 funds tracked by Wall St. Rank hold ZETA as of Q3 2026.

Fortitude Family Office held 273 shares of Zeta Global worth $8.62K as of Q3 2026.
Fortitude Family Office bought 31 Zeta Global shares in Q3 2026, an estimated $823.
Zeta Global made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1286 holding.
Fortitude Family Office first reported a position in Zeta Global in Q2 2025 and has held it in 6 quarters since.
27 funds tracked by Wall St. Rank held Zeta Global as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.