PWM
ZETA icon

Perigon Wealth Management’s Zeta Global ZETA Stock Holding History

Perigon Wealth 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 		$651K Buy
33,097
+6,535
+25% +$121K 0.01% 762
2026
Q1 		$423K Buy
26,562
+14,162
+114% +$262K 0.01% 878
2025
Q4 		$252K Buy
+12,400
New +$232K ﹤0.01% 1103

Other funds holding ZETA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Perigon Wealth Management's ZETA Position: Q2 2026 in Review

Perigon Wealth Management increased its Zeta Global (ZETA) stake by 25% in Q2 2026, buying an estimated $121K and bringing the position to 33,097 shares worth $651K. The position accounts for 0.01% of the portfolio, ranked #762.

Perigon Wealth Management first reported a position in ZETA in Q4 2025 and has held it in 3 quarters since. 418 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Perigon Wealth Management held 33,097 shares of Zeta Global worth $651K as of Q2 2026.
  • Perigon Wealth Management bought 6,535 Zeta Global shares in Q2 2026, an estimated $121K.
  • Zeta Global made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #762 holding.
  • Perigon Wealth Management first reported a position in Zeta Global in Q4 2025 and has held it in 3 quarters since.
  • 418 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.