Left Brain Wealth Management’s Zeta Global ZETA Stock Holding History

Left Brain Wealth Management’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	$316K	Buy	+10,000	New	+$266K	0.1%	78
2025 Q4	–	Sell	-25,800	Closed	-$513K	–	108
2025 Q3	$513K	Buy	25,800 +10,000	+63%	+$180K	0.16%	72
2025 Q2	$245K	Buy	+15,800	New	+$210K	0.09%	86
2025 Q1	–	Sell	-22,600	Closed	-$407K	–	105
2024 Q4	$407K	Buy	+22,600	New	+$571K	0.15%	70
2023 Q4	–	Sell	-353,347	Closed	-$2.95M	–	85
2023 Q3	$2.95M	Sell	353,347 -11,350	-3%	-$93.6K	1.84%	20
2023 Q2	$3.11M	Sell	364,697 -9,826	-3%	-$89.9K	1.9%	19
2023 Q1	$3.64M	Buy	374,523 +23,760	+7%	+$229K	2.47%	12
2022 Q4	$2.87M	Buy	+350,763	New	+$2.84M	2.14%	16

Other funds holding ZETA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Left Brain Wealth Management's ZETA Position: Q3 2026 in Review

Left Brain Wealth Management opened a new position in Zeta Global (ZETA) in Q3 2026: 10,000 shares worth $316K. The stake represents 0.1% of the portfolio and ranks #78 among its holdings. This is a return to the name: Left Brain Wealth Management previously reported a position in ZETA as recently as Q3 2025.

Left Brain Wealth Management first reported a position in ZETA in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.64M in Q1 2023. 228 funds tracked by Wall St. Rank hold ZETA as of Q3 2026.

Left Brain Wealth Management held 10,000 shares of Zeta Global worth $316K as of Q3 2026.
Zeta Global was a new Left Brain Wealth Management position in Q3 2026.
Zeta Global made up 0.1% of Left Brain Wealth Management's portfolio in Q3 2026, its #78 holding.
Left Brain Wealth Management first reported a position in Zeta Global in Q4 2022 and has held it in 8 quarters since.
Left Brain Wealth Management's Zeta Global position peaked at $3.64M in Q1 2023.
228 funds tracked by Wall St. Rank held Zeta Global as of Q3 2026.

Based on Left Brain Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.