Rossby Financial
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Rossby Financial’s Zeta Global ZETA Stock Holding History

Rossby 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
Q3 		$33.7K Buy
1,067
+891
+506% +$23.7K 0.01% 1058
2026
Q2 		$3.46K Buy
176
+12
+7% +$223 ﹤0.01% 1579
2026
Q1 		$2.58K Buy
+164
New +$3.04K ﹤0.01% 1742

Other funds holding ZETA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return

Rossby Financial's ZETA Position: Q3 2026 in Review

Rossby Financial increased its Zeta Global (ZETA) stake by 506% in Q3 2026, buying an estimated $23.7K and bringing the position to 1,067 shares worth $33.7K. The position accounts for 0.01% of the portfolio, ranked #1058.

Rossby Financial first reported a position in ZETA in Q1 2026 and has held it in 3 quarters since. 201 funds tracked by Wall St. Rank hold ZETA as of Q3 2026.

  • Rossby Financial held 1,067 shares of Zeta Global worth $33.7K as of Q3 2026.
  • Rossby Financial bought 891 Zeta Global shares in Q3 2026, an estimated $23.7K.
  • Zeta Global made up 0.01% of Rossby Financial's portfolio in Q3 2026, its #1058 holding.
  • Rossby Financial first reported a position in Zeta Global in Q1 2026 and has held it in 3 quarters since.
  • 201 funds tracked by Wall St. Rank held Zeta Global as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.