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JFS Wealth Advisors’s Zeta Global ZETA Stock Holding History

JFS Wealth Advisors’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 		$276 Buy
+14
New +$260 ﹤0.01% 2082

Other funds holding ZETA

SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 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

JFS Wealth Advisors's ZETA Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Zeta Global (ZETA) in Q2 2026: 14 shares worth $276. The stake represents ﹤0.01% of the portfolio and ranks #2082 among its holdings.

98 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • JFS Wealth Advisors held 14 shares of Zeta Global worth $276 as of Q2 2026.
  • Zeta Global was a new JFS Wealth Advisors position in Q2 2026.
  • Zeta Global made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2082 holding.
  • 98 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.