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BOLTON SECURITIES CORPORATION’s Zeta Global ZETA Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$136K Sell
4,320
-1,442
-25% -$38.3K 0.01% 1026
2026
Q2 		$113K Buy
5,762
+804
+16% +$14.9K ﹤0.01% 1074
2026
Q1 		$78.9K Buy
+4,958
New +$91.8K ﹤0.01% 1114
2025
Q3 		$38.4K Buy
+1,933
New +$34.7K ﹤0.01% 1204
2025
Q1 		$153K Buy
+11,315
New +$202K 0.01% 754

Other funds holding ZETA

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's ZETA Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Zeta Global (ZETA) stake by 25% in Q3 2026, selling an estimated $38.3K and leaving 4,320 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #1026.

BOLTON SECURITIES CORPORATION first reported a position in ZETA in Q1 2025 and has held it in 5 quarters since. The position peaked at $153K in Q1 2025. 283 funds tracked by Wall St. Rank hold ZETA as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 4,320 shares of Zeta Global worth $136K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 1,442 Zeta Global shares in Q3 2026, an estimated $38.3K.
  • Zeta Global made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1026 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Zeta Global in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Zeta Global position peaked at $153K in Q1 2025.
  • 283 funds tracked by Wall St. Rank held Zeta Global as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.