JFS Wealth Advisors
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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
Q3 		$2.12K Buy
67
+53
+379% +$1.41K ﹤0.01% 1585
2026
Q2 		$276 Buy
+14
New +$260 ﹤0.01% 2082

Other funds holding ZETA

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

JFS Wealth Advisors's ZETA Position: Q3 2026 in Review

JFS Wealth Advisors increased its Zeta Global (ZETA) stake by 379% in Q3 2026, buying an estimated $1.41K and bringing the position to 67 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

JFS Wealth Advisors first reported a position in ZETA in Q2 2026 and has held it in 2 quarters since. 296 funds tracked by Wall St. Rank hold ZETA as of Q3 2026.

  • JFS Wealth Advisors held 67 shares of Zeta Global worth $2.12K as of Q3 2026.
  • JFS Wealth Advisors bought 53 Zeta Global shares in Q3 2026, an estimated $1.41K.
  • Zeta Global made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1585 holding.
  • JFS Wealth Advisors first reported a position in Zeta Global in Q2 2026 and has held it in 2 quarters since.
  • 296 funds tracked by Wall St. Rank held Zeta Global as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.