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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
Q1 		– Hold
0
– – – 1281
2025
Q4 		– Hold
0
– – – 1288

Other funds holding ZETA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
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GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Perigon Wealth Management's ZETA Position: Q1 2026 in Review

Perigon Wealth Management increased its Zeta Global (ZETA) stake by 114% in Q1 2026, buying an estimated $262K and bringing the position to 26,562 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #878.

Perigon Wealth Management first reported a position in ZETA in Q4 2025 and has held it in 2 quarters since. 398 funds tracked by Wall St. Rank hold ZETA as of Q1 2026.

  • Perigon Wealth Management held 26,562 shares of Zeta Global worth $423K as of Q1 2026.
  • Perigon Wealth Management bought 14,162 Zeta Global shares in Q1 2026, an estimated $262K.
  • Zeta Global made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #878 holding.
  • Perigon Wealth Management first reported a position in Zeta Global in Q4 2025 and has held it in 2 quarters since.
  • 398 funds tracked by Wall St. Rank held Zeta Global as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.