Toth Financial Advisory’s Zeta Global ZETA Stock Holding History

Toth Financial Advisory’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	$287K	Buy	9,100 +9,025	+12,033%	+$240K	0.03%	206
2026 Q2	$1.48K	Hold	75	–	–	﹤0.01%	781
2026 Q1	$1.19K	Buy	+75	New	+$1.39K	﹤0.01%	784
2025 Q4	–	Sell	-43,500	Closed	-$864K	–	998
2025 Q3	$864K	Buy	+43,500	New	+$781K	0.09%	142
2023 Q2	–	Sell	-135	Closed	-$1.46K	–	906
2023 Q1	$1.46K	Buy	+135	New	+$1.3K	﹤0.01%	709
2022 Q2	–	Sell	-122	Closed	-$2K	–	782
2022 Q1	$2K	Hold	122	–	–	﹤0.01%	648
2021 Q4	$1K	Buy	+122	New	+$1.02K	﹤0.01%	725

Other funds holding ZETA

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Toth Financial Advisory's ZETA Position: Q3 2026 in Review

Toth Financial Advisory increased its Zeta Global (ZETA) stake by 12,033% in Q3 2026, buying an estimated $240K and bringing the position to 9,100 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #206.

Toth Financial Advisory first reported a position in ZETA in Q4 2021 and has held it in 7 quarters since. The position peaked at $864K in Q3 2025. 14 funds tracked by Wall St. Rank hold ZETA as of Q3 2026.

Toth Financial Advisory held 9,100 shares of Zeta Global worth $287K as of Q3 2026.
Toth Financial Advisory bought 9,025 Zeta Global shares in Q3 2026, an estimated $240K.
Zeta Global made up 0.03% of Toth Financial Advisory's portfolio in Q3 2026, its #206 holding.
Toth Financial Advisory first reported a position in Zeta Global in Q4 2021 and has held it in 7 quarters since.
Toth Financial Advisory's Zeta Global position peaked at $864K in Q3 2025.
14 funds tracked by Wall St. Rank held Zeta Global as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.