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Pinnacle Wealth Planning Services’s Zeta Global ZETA Stock Holding History

Pinnacle Wealth Planning Services’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 		– Sell
-796
Closed -$16.2K – 2871
2025
Q4 		$16.2K Buy
+796
New +$14.9K ﹤0.01% 1810

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VCM
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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

Pinnacle Wealth Planning Services's ZETA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Zeta Global (ZETA) in Q1 2026, closing a stake of 796 shares — an estimated $16.2K sold.

Pinnacle Wealth Planning Services first reported a position in ZETA in Q4 2025 and held it in 1 quarter. The position peaked at $16.2K in Q4 2025. 398 funds tracked by Wall St. Rank hold ZETA as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Zeta Global position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 796 Zeta Global shares in Q1 2026, an estimated $16.2K.
  • Pinnacle Wealth Planning Services first reported a position in Zeta Global in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Zeta Global position peaked at $16.2K in Q4 2025.
  • 398 funds tracked by Wall St. Rank held Zeta Global as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.