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Generali Investments Management’s Zeta Global ZETA Stock Holding History

Generali Investments Management’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 		$1.14M Sell
57,684
-93,675
-62% -$1.74M 0.25% 69
2026
Q1 		$2.41M Buy
151,359
+90,359
+148% +$1.67M 0.56% 35
2025
Q4 		$1.24M Buy
61,000
+24,059
+65% +$449K 0.25% 69
2025
Q3 		$734K Buy
+36,941
New +$663K 0.15% 91

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
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 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

Generali Investments Management's ZETA Position: Q2 2026 in Review

Generali Investments Management reduced its Zeta Global (ZETA) stake by 62% in Q2 2026, selling an estimated $1.74M and leaving 57,684 shares worth $1.14M. The position accounts for 0.25% of the portfolio, ranked #69.

Generali Investments Management first reported a position in ZETA in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.41M in Q1 2026. 56 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Generali Investments Management held 57,684 shares of Zeta Global worth $1.14M as of Q2 2026.
  • Generali Investments Management sold 93,675 Zeta Global shares in Q2 2026, an estimated $1.74M.
  • Zeta Global made up 0.25% of Generali Investments Management's portfolio in Q2 2026, its #69 holding.
  • Generali Investments Management first reported a position in Zeta Global in Q3 2025 and has held it in 4 quarters since.
  • Generali Investments Management's Zeta Global position peaked at $2.41M in Q1 2026.
  • 56 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Generali Investments Management's 13F filing for Q2 2026, filed 10 Jul 2026.