Merit Financial Group’s Zeta Global ZETA Stock Holding History

Merit Financial 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 Q2	$236K	Buy	+11,999	New	+$223K	﹤0.01%	1987

Other funds holding ZETA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Merit Financial Group's ZETA Position: Q2 2026 in Review

Merit Financial Group opened a new position in Zeta Global (ZETA) in Q2 2026: 11,999 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #1987 among its holdings.

52 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

Merit Financial Group held 11,999 shares of Zeta Global worth $236K as of Q2 2026.
Zeta Global was a new Merit Financial Group position in Q2 2026.
Zeta Global made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1987 holding.
52 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.