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ZETA icon

SignatureFD’s Zeta Global ZETA Stock Holding History

SignatureFD’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 		$10.2K Sell
518
-440
-46% -$8.16K ﹤0.01% 2630
2026
Q1 		$15.3K Buy
958
+247
+35% +$4.57K ﹤0.01% 2326
2025
Q4 		$14.5K Buy
711
+320
+82% +$5.98K ﹤0.01% 2256
2025
Q3 		$7.77K Buy
391
+108
+38% +$1.94K ﹤0.01% 2502
2025
Q2 		$4.38K Buy
283
+37
+15% +$491 ﹤0.01% 2649
2025
Q1 		$3.34K Buy
246
+239
+3,414% +$4.27K ﹤0.01% 2730
2024
Q4 		$126 Sell
7
-267
-97% -$6.74K ﹤0.01% 3244
2024
Q3 		$8.17K Buy
+274
New +$6.45K ﹤0.01% 2412
2023
Q2 		– Sell
-91
Closed -$986 – 3382
2023
Q1 		$986 Hold
91
– – ﹤0.01% 2997
2022
Q4 		$743 Hold
91
– – ﹤0.01% 3032
2022
Q3 		$1K Hold
91
– – ﹤0.01% 3056
2022
Q2 		$0 Hold
91
– – ﹤0.01% 3374
2022
Q1 		$1K Buy
+91
New +$924 ﹤0.01% 3081

Other funds holding ZETA

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 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
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

SignatureFD's ZETA Position: Q2 2026 in Review

SignatureFD reduced its Zeta Global (ZETA) stake by 46% in Q2 2026, selling an estimated $8.16K and leaving 518 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2630.

SignatureFD first reported a position in ZETA in Q1 2022 and has held it in 13 quarters since. The position peaked at $15.3K in Q1 2026. 77 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • SignatureFD held 518 shares of Zeta Global worth $10.2K as of Q2 2026.
  • SignatureFD sold 440 Zeta Global shares in Q2 2026, an estimated $8.16K.
  • Zeta Global made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2630 holding.
  • SignatureFD first reported a position in Zeta Global in Q1 2022 and has held it in 13 quarters since.
  • SignatureFD's Zeta Global position peaked at $15.3K in Q1 2026.
  • 77 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.