Truist Financial

Truist Financial’s Zeta Global ZETA Stock Holding History

Truist 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	$303K	Buy	19,018 +4,990	+36%	+$92.4K	﹤0.01%	2389
2025 Q4	$285K	Sell	14,028 -1,311	-9%	-$24.5K	﹤0.01%	2366
2025 Q3	$305K	Sell	15,339 -390	-2%	-$7K	﹤0.01%	2301
2025 Q2	$244K	Buy	+15,729	New	+$209K	﹤0.01%	2316
2024 Q3	–	Sell	-50,000	Closed	-$883K	–	2756
2024 Q2	$883K	Hold	50,000	–	–	﹤0.01%	1673
2024 Q1	$547K	Hold	50,000	–	–	﹤0.01%	1916
2023 Q4	$441K	Hold	50,000	–	–	﹤0.01%	2065
2023 Q3	$418K	Hold	50,000	–	–	﹤0.01%	2017
2023 Q2	$427K	Hold	50,000	–	–	﹤0.01%	2044
2023 Q1	$542K	Hold	50,000	–	–	﹤0.01%	1931
2022 Q4	$409K	Sell	50,000 -199	-0.4%	-$1.61K	﹤0.01%	2096
2022 Q3	$332K	Hold	50,199	–	–	﹤0.01%	2037
2022 Q2	$227K	Sell	50,199 -2	-0%	-$18	﹤0.01%	2386
2022 Q1	$641K	Sell	50,201 -1,580	-3%	-$16K	﹤0.01%	1858
2021 Q4	$436K	Sell	51,781 -887	-2%	-$7.45K	﹤0.01%	2100
2021 Q3	$309K	Buy	+52,668	New	+$336K	﹤0.01%	2336

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