Jones Financial Companies

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 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

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Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return