Raymond James Financial
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Raymond James Financial’s Zeta Global ZETA Stock Holding History

Raymond James Financial’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 		$6.27M Buy
318,529
+138,880
+77% +$2.58M ﹤0.01% 2563
2026
Q1 		$2.86M Buy
179,649
+29,041
+19% +$538K ﹤0.01% 3063
2025
Q4 		$3.06M Sell
150,608
-24,841
-14% -$464K ﹤0.01% 2916
2025
Q3 		$3.49M Buy
175,449
+1,879
+1% +$33.7K ﹤0.01% 2736
2025
Q2 		$2.69M Buy
173,570
+49,889
+40% +$663K ﹤0.01% 2838
2025
Q1 		$1.68M Sell
123,681
-468,419
-79% -$8.37M ﹤0.01% 3123
2024
Q4 		$10.7M Buy
+592,100
New +$15M ﹤0.01% 1798

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 $3.38T AUM 44.17% 1-Year Est. Return

Raymond James Financial's ZETA Position: Q2 2026 in Review

Raymond James Financial increased its Zeta Global (ZETA) stake by 77% in Q2 2026, buying an estimated $2.58M and bringing the position to 318,529 shares worth $6.27M. The position accounts for ﹤0.01% of the portfolio, ranked #2563.

Raymond James Financial first reported a position in ZETA in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.7M in Q4 2024. 418 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Raymond James Financial held 318,529 shares of Zeta Global worth $6.27M as of Q2 2026.
  • Raymond James Financial bought 138,880 Zeta Global shares in Q2 2026, an estimated $2.58M.
  • Zeta Global made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2563 holding.
  • Raymond James Financial first reported a position in Zeta Global in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Zeta Global position peaked at $10.7M in Q4 2024.
  • 418 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.