Palouse Capital Management’s Zeta Global ZETA Stock Holding History

Palouse Capital 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	$162K	Sell	8,222 -414	-5%	-$7.68K	0.1%	76
2026 Q1	$137K	Sell	8,636 -669	-7%	-$12.4K	0.09%	78
2025 Q4	$189K	Buy	9,305 +1,671	+22%	+$31.2K	0.12%	72
2025 Q3	$152K	Sell	7,634 -3,160	-29%	-$56.8K	0.1%	79
2025 Q2	$167K	Buy	10,794 +619	+6%	+$8.22K	0.11%	75
2025 Q1	$138K	Buy	+10,175	New	+$182K	0.09%	81

Other funds holding ZETA

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

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

HCA

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

RFA

AAS

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Palouse Capital Management's ZETA Position: Q2 2026 in Review

Palouse Capital Management reduced its Zeta Global (ZETA) stake by 4.8% in Q2 2026, selling an estimated $7.68K and leaving 8,222 shares worth $162K. The position accounts for 0.1% of the portfolio, ranked #76.

Palouse Capital Management first reported a position in ZETA in Q1 2025 and has held it in 6 quarters since. The position peaked at $189K in Q4 2025. 51 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

Palouse Capital Management held 8,222 shares of Zeta Global worth $162K as of Q2 2026.
Palouse Capital Management sold 414 Zeta Global shares in Q2 2026, an estimated $7.68K.
Zeta Global made up 0.1% of Palouse Capital Management's portfolio in Q2 2026, its #76 holding.
Palouse Capital Management first reported a position in Zeta Global in Q1 2025 and has held it in 6 quarters since.
Palouse Capital Management's Zeta Global position peaked at $189K in Q4 2025.
51 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.