Perigon Wealth Management
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
Q3 		$1.18M Buy
37,352
+4,255
+13% +$113K 0.02% 545
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

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Harbour Capital Advisors
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Washington Trust Advisors
Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Generali Investments Management
Generali Investments Management Ljubljana, Slovenia $517M AUM 27.81% 1-Year Est. Return

Perigon Wealth Management's ZETA Position: Q3 2026 in Review

Perigon Wealth Management increased its Zeta Global (ZETA) stake by 13% in Q3 2026, buying an estimated $113K and bringing the position to 37,352 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #545.

Perigon Wealth Management first reported a position in ZETA in Q4 2025 and has held it in 4 quarters since. 62 funds tracked by Wall St. Rank hold ZETA as of Q3 2026.

  • Perigon Wealth Management held 37,352 shares of Zeta Global worth $1.18M as of Q3 2026.
  • Perigon Wealth Management bought 4,255 Zeta Global shares in Q3 2026, an estimated $113K.
  • Zeta Global made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #545 holding.
  • Perigon Wealth Management first reported a position in Zeta Global in Q4 2025 and has held it in 4 quarters since.
  • 62 funds tracked by Wall St. Rank held Zeta Global as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.