Merit Financial Group
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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
Q3 		$417K Buy
13,208
+1,209
+10% +$32.1K ﹤0.01% 1682
2026
Q2 		$236K Buy
+11,999
New +$223K ﹤0.01% 1987

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Geode Capital Management
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Merit Financial Group's ZETA Position: Q3 2026 in Review

Merit Financial Group increased its Zeta Global (ZETA) stake by 10% in Q3 2026, buying an estimated $32.1K and bringing the position to 13,208 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

Merit Financial Group first reported a position in ZETA in Q2 2026 and has held it in 2 quarters since. 296 funds tracked by Wall St. Rank hold ZETA as of Q3 2026.

  • Merit Financial Group held 13,208 shares of Zeta Global worth $417K as of Q3 2026.
  • Merit Financial Group bought 1,209 Zeta Global shares in Q3 2026, an estimated $32.1K.
  • Zeta Global made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1682 holding.
  • Merit Financial Group first reported a position in Zeta Global in Q2 2026 and has held it in 2 quarters since.
  • 296 funds tracked by Wall St. Rank held Zeta Global as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.