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

Stifel 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
Q2 		$746K Sell
37,883
-38,962
-51% -$723K ﹤0.01% 2733
2026
Q1 		$1.22M Buy
76,845
+27,002
+54% +$500K ﹤0.01% 2313
2025
Q4 		$1.01M Buy
49,843
+10,949
+28% +$205K ﹤0.01% 2430
2025
Q3 		$773K Sell
38,894
-2,208
-5% -$39.7K ﹤0.01% 2544
2025
Q2 		$637K Sell
41,102
-2,957
-7% -$39.3K ﹤0.01% 2619
2025
Q1 		$597K Buy
44,059
+9,898
+29% +$177K ﹤0.01% 2570
2024
Q4 		$615K Sell
34,161
-10,108
-23% -$255K ﹤0.01% 2559
2024
Q3 		$1.32M Sell
44,269
-20,771
-32% -$489K ﹤0.01% 2038
2024
Q2 		$1.15M Sell
65,040
-11,227
-15% -$165K ﹤0.01% 2083
2024
Q1 		$834K Sell
76,267
-2,579
-3% -$25.7K ﹤0.01% 2306
2023
Q4 		$695K Buy
78,846
+5,923
+8% +$49.7K ﹤0.01% 2372
2023
Q3 		$609K Buy
72,923
+28,095
+63% +$232K ﹤0.01% 2386
2023
Q2 		$383K Buy
44,828
+18,998
+74% +$174K ﹤0.01% 2687
2023
Q1 		$280K Buy
+25,830
New +$249K ﹤0.01% 2855
2022
Q2 		– Sell
-62,450
Closed -$797K – 3477
2022
Q1 		$797K Buy
+62,450
New +$634K ﹤0.01% 2273

Other funds holding ZETA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Stifel Financial's ZETA Position: Q2 2026 in Review

Stifel Financial reduced its Zeta Global (ZETA) stake by 51% in Q2 2026, selling an estimated $723K and leaving 37,883 shares worth $746K. The position accounts for ﹤0.01% of the portfolio, ranked #2733.

Stifel Financial first reported a position in ZETA in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.32M in Q3 2024. 418 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

  • Stifel Financial held 37,883 shares of Zeta Global worth $746K as of Q2 2026.
  • Stifel Financial sold 38,962 Zeta Global shares in Q2 2026, an estimated $723K.
  • Zeta Global made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2733 holding.
  • Stifel Financial first reported a position in Zeta Global in Q1 2022 and has held it in 15 quarters since.
  • Stifel Financial's Zeta Global position peaked at $1.32M in Q3 2024.
  • 418 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.