Root Financial Partners
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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
Q3 		$179K Buy
+5,675
New +$151K 0.01% 486
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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Root Financial Partners's ZETA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Zeta Global (ZETA) in Q3 2026: 5,675 shares worth $179K. The stake represents 0.01% of the portfolio and ranks #486 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ZETA as recently as Q1 2026.

Root Financial Partners first reported a position in ZETA in Q1 2026 and has held it in 2 quarters since. 139 funds tracked by Wall St. Rank hold ZETA as of Q3 2026.

  • Root Financial Partners held 5,675 shares of Zeta Global worth $179K as of Q3 2026.
  • Zeta Global was a new Root Financial Partners position in Q3 2026.
  • Zeta Global made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #486 holding.
  • Root Financial Partners first reported a position in Zeta Global in Q1 2026 and has held it in 2 quarters since.
  • 139 funds tracked by Wall St. Rank held Zeta Global as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.