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Patriot Financial Group Insurance Agency’s Zeta Global ZETA Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-1,200
Closed -$19.1K – 709
2026
Q1 		$19.1K Buy
+1,200
New +$22.2K ﹤0.01% 699

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ZETA Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Zeta Global (ZETA) in Q2 2026, closing a stake of 11,800 shares — an estimated $188K sold.

Patriot Financial Group Insurance Agency first reported a position in ZETA in Q3 2021 and held it in 3 quarters. The position peaked at $188K in Q1 2026. 262 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Zeta Global position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 11,800 Zeta Global shares in Q2 2026, an estimated $188K.
  • Patriot Financial Group Insurance Agency first reported a position in Zeta Global in Q3 2021 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Zeta Global position peaked at $188K in Q1 2026.
  • 262 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.