LWM
ZETA icon

Lodestone Wealth Management’s Zeta Global ZETA Stock Holding History

Lodestone 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
Q2 		$2.32K Hold
118
– – ﹤0.01% 670
2026
Q1 		$1.88K Buy
+118
New +$2.19K ﹤0.01% 678

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

Lodestone Wealth Management's ZETA Position: Q2 2026 in Review

Lodestone Wealth Management held its Zeta Global (ZETA) position steady in Q2 2026 at 118 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Lodestone Wealth Management first reported a position in ZETA in Q1 2026 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Lodestone Wealth Management held 118 shares of Zeta Global worth $2.32K as of Q2 2026.
  • Lodestone Wealth Management left its Zeta Global share count unchanged in Q2 2026.
  • Zeta Global made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #670 holding.
  • Lodestone Wealth Management first reported a position in Zeta Global in Q1 2026 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.