Janney Montgomery Scott’s Zeta Global ZETA Stock Holding History

Janney Montgomery Scott’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	$2.29M	Sell	116,188 -1,888	-2%	-$35K	﹤0.01%	1402
2026 Q1	$1.88M	Buy	118,076 +7,169	+6%	+$133K	﹤0.01%	1309
2025 Q4	$2.26M	Buy	110,907 +10,270	+10%	+$192K	0.01%	1277
2025 Q3	$2M	Sell	100,637 -61,130	-38%	-$1.1M	﹤0.01%	1313
2025 Q2	$2.51M	Buy	161,767 +58,986	+57%	+$783K	0.01%	1119
2025 Q1	$1.39M	Buy	102,781 +25,036	+32%	+$447K	﹤0.01%	1343
2024 Q4	$1.4M	Buy	77,745 +56,910	+273%	+$1.44M	﹤0.01%	1349
2024 Q3	$622K	Buy	+20,835	New	+$490K	﹤0.01%	1816

Other funds holding ZETA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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 New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janney Montgomery Scott's ZETA Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Zeta Global (ZETA) stake by 1.6% in Q2 2026, selling an estimated $35K and leaving 116,188 shares worth $2.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Janney Montgomery Scott first reported a position in ZETA in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.51M in Q2 2025. 418 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

Janney Montgomery Scott held 116,188 shares of Zeta Global worth $2.29M as of Q2 2026.
Janney Montgomery Scott sold 1,888 Zeta Global shares in Q2 2026, an estimated $35K.
Zeta Global made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1402 holding.
Janney Montgomery Scott first reported a position in Zeta Global in Q3 2024 and has held it in 8 quarters since.
Janney Montgomery Scott's Zeta Global position peaked at $2.51M in Q2 2025.
418 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.