Mather Group’s Zeta Global ZETA Stock Holding History

Mather Group’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	$2.34K	Buy	+74	New	+$1.97K	﹤0.01%	2013

Other funds holding ZETA

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

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Mather Group's ZETA Position: Q3 2026 in Review

Mather Group opened a new position in Zeta Global (ZETA) in Q3 2026: 74 shares worth $2.34K. The stake represents ﹤0.01% of the portfolio and ranks #2013 among its holdings.

31 funds tracked by Wall St. Rank hold ZETA as of Q3 2026.

Mather Group held 74 shares of Zeta Global worth $2.34K as of Q3 2026.
Zeta Global was a new Mather Group position in Q3 2026.
Zeta Global made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #2013 holding.
31 funds tracked by Wall St. Rank held Zeta Global as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.