Stifel Financial

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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return