RIA
ZETA icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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 $761B 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