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Root Financial Partners’s Zeta Global ZETA Stock Holding History

Root Financial Partners’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 		– Sell
-1,202
Closed -$19.1K – 3252
2026
Q1 		$19.1K Buy
+1,202
New +$22.3K ﹤0.01% 1340

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FWIA
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PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
New York State Common Retirement Fund
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PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
HCM
Hahn Capital Management Walnut Creek, California $165M AUM 15.46% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Root Financial Partners's ZETA Position: Q2 2026 in Review

Root Financial Partners sold out of Zeta Global (ZETA) in Q2 2026, closing a stake of 1,202 shares — an estimated $19.1K sold.

Root Financial Partners first reported a position in ZETA in Q1 2026 and held it in 1 quarter. The position peaked at $19.1K in Q1 2026. 107 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Root Financial Partners reported no remaining Zeta Global position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,202 Zeta Global shares in Q2 2026, an estimated $19.1K.
  • Root Financial Partners first reported a position in Zeta Global in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Zeta Global position peaked at $19.1K in Q1 2026.
  • 107 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.