Regal Investment Advisors’s Zeta Global ZETA Stock Holding History

Regal Investment Advisors’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	$966K	Sell	49,107 -2,423	-5%	-$44.9K	0.05%	327
2026 Q1	$820K	Sell	51,530 -1,134	-2%	-$21K	0.05%	328
2025 Q4	$1.07M	Buy	52,664 +1,260	+2%	+$23.5K	0.06%	265
2025 Q3	$1.02M	Sell	51,404 -2,932	-5%	-$52.7K	0.07%	258
2025 Q2	$842K	Buy	54,336 +40	+0.1%	+$531	0.06%	260
2025 Q1	$736K	Sell	54,296 -525	-1%	-$9.38K	0.06%	259
2024 Q4	$986K	Buy	54,821 +4,819	+10%	+$122K	0.07%	230
2024 Q3	$1.49M	Sell	50,002 -2,517	-5%	-$59.2K	0.1%	203
2024 Q2	$927K	Sell	52,519 -3,096	-6%	-$45.4K	0.06%	263
2024 Q1	$608K	Buy	55,615 +249	+0.4%	+$2.48K	0.04%	322
2023 Q4	$488K	Buy	55,366 +2,748	+5%	+$23.1K	0.04%	325
2023 Q3	$439K	Buy	+52,618	New	+$434K	0.04%	310

Other funds holding ZETA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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 New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Regal Investment Advisors's ZETA Position: Q2 2026 in Review

Regal Investment Advisors reduced its Zeta Global (ZETA) stake by 4.7% in Q2 2026, selling an estimated $44.9K and leaving 49,107 shares worth $966K. The position accounts for 0.05% of the portfolio, ranked #327.

Regal Investment Advisors first reported a position in ZETA in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.49M in Q3 2024. 417 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

Regal Investment Advisors held 49,107 shares of Zeta Global worth $966K as of Q2 2026.
Regal Investment Advisors sold 2,423 Zeta Global shares in Q2 2026, an estimated $44.9K.
Zeta Global made up 0.05% of Regal Investment Advisors's portfolio in Q2 2026, its #327 holding.
Regal Investment Advisors first reported a position in Zeta Global in Q3 2023 and has held it in 12 quarters since.
Regal Investment Advisors's Zeta Global position peaked at $1.49M in Q3 2024.
417 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.