Mackenzie Financial
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Mackenzie Financial’s Zeta Global ZETA Stock Holding History

Mackenzie Financial’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 		– Sell
-11,675
Closed -$242K – 1774
2025
Q4 		$242K Sell
11,675
-520
-4% -$9.71K ﹤0.01% 1464
2025
Q3 		$242K Buy
12,195
+560
+5% +$10.1K ﹤0.01% 1487
2025
Q2 		$180K Sell
11,635
-79,132
-87% -$1.05M ﹤0.01% 1572
2025
Q1 		$1.23M Sell
90,767
-79,785
-47% -$1.43M ﹤0.01% 921
2024
Q4 		$3.07M Buy
170,552
+127,301
+294% +$3.22M ﹤0.01% 661
2024
Q3 		$1.29M Sell
43,251
-80,817
-65% -$1.9M ﹤0.01% 814
2024
Q2 		$2.19M Sell
124,068
-9,615
-7% -$141K ﹤0.01% 710
2024
Q1 		$1.46M Sell
133,683
-14,245
-10% -$142K ﹤0.01% 803
2023
Q4 		$1.3M Buy
147,928
+24,273
+20% +$204K ﹤0.01% 819
2023
Q3 		$992K Buy
123,655
+24,283
+24% +$200K ﹤0.01% 854
2023
Q2 		$809K Buy
99,372
+58,555
+143% +$536K ﹤0.01% 901
2023
Q1 		$442K Buy
+40,817
New +$393K ﹤0.01% 1058
2022
Q4 		– Sell
-57,917
Closed -$383K – 1599
2022
Q3 		$383K Buy
+57,917
New +$358K ﹤0.01% 1010

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
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Mackenzie Financial's ZETA Position: Q1 2026 in Review

Mackenzie Financial sold out of Zeta Global (ZETA) in Q1 2026, closing a stake of 11,675 shares — an estimated $242K sold.

Mackenzie Financial first reported a position in ZETA in Q3 2022 and held it in 13 quarters. The position peaked at $3.07M in Q4 2024. 400 funds tracked by Wall St. Rank hold ZETA as of Q1 2026.

  • Mackenzie Financial reported no remaining Zeta Global position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 11,675 Zeta Global shares in Q1 2026, an estimated $242K.
  • Mackenzie Financial first reported a position in Zeta Global in Q3 2022 and held it in 13 quarters.
  • Mackenzie Financial's Zeta Global position peaked at $3.07M in Q4 2024.
  • 400 funds tracked by Wall St. Rank held Zeta Global as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.