Jones Financial Companies
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Jones Financial Companies’s Zeta Global ZETA Stock Holding History

Jones Financial Companies’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 		$1.33M Buy
69,897
+15,522
+29% +$288K ﹤0.01% 1751
2026
Q1 		$791K Buy
54,375
+20,239
+59% +$375K ﹤0.01% 1823
2025
Q4 		$695K Buy
34,136
+2,422
+8% +$45.2K ﹤0.01% 1379
2025
Q3 		$651K Buy
31,714
+4,969
+19% +$89.2K ﹤0.01% 1289
2025
Q2 		$404K Buy
26,745
+2,933
+12% +$39K ﹤0.01% 1362
2025
Q1 		$328K Buy
23,812
+10,895
+84% +$195K ﹤0.01% 1301
2024
Q4 		$232K Buy
12,917
+12,315
+2,046% +$311K ﹤0.01% 1289
2024
Q3 		$17.8K Buy
+602
New +$14.2K ﹤0.01% 1995

Other funds holding ZETA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jones Financial Companies's ZETA Position: Q2 2026 in Review

Jones Financial Companies increased its Zeta Global (ZETA) stake by 29% in Q2 2026, buying an estimated $288K and bringing the position to 69,897 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

Jones Financial Companies first reported a position in ZETA in Q3 2024 and has held it in 8 quarters since. 418 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Jones Financial Companies held 69,897 shares of Zeta Global worth $1.33M as of Q2 2026.
  • Jones Financial Companies bought 15,522 Zeta Global shares in Q2 2026, an estimated $288K.
  • Zeta Global made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1751 holding.
  • Jones Financial Companies first reported a position in Zeta Global in Q3 2024 and has held it in 8 quarters since.
  • 418 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.