AF
ZBIO

Allworth Financial’s Zenas BioPharma ZBIO Stock Holding History

Allworth Financial’s Portfolio ZBIO Stock Details ZBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$509 Sell
26
-21
-45% -$471 ﹤0.01% 4728
2025
Q4 		$1.71K Buy
+47
New +$1.55K ﹤0.01% 4185

Other funds holding ZBIO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $352M AUM 220.14% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
FFM
Fairmount Funds Management West Conshohocken, Pennsylvania $1.38B AUM 407.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NA
NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return

Allworth Financial's ZBIO Position: Q1 2026 in Review

Allworth Financial reduced its Zenas BioPharma (ZBIO) stake by 45% in Q1 2026, selling an estimated $471 and leaving 26 shares worth $509. The position accounts for ﹤0.01% of the portfolio, ranked #4728.

Allworth Financial first reported a position in ZBIO in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.71K in Q4 2025. 139 funds tracked by Wall St. Rank hold ZBIO as of Q1 2026.

  • Allworth Financial held 26 shares of Zenas BioPharma worth $509 as of Q1 2026.
  • Allworth Financial sold 21 Zenas BioPharma shares in Q1 2026, an estimated $471.
  • Zenas BioPharma made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4728 holding.
  • Allworth Financial first reported a position in Zenas BioPharma in Q4 2025 and has held it in 2 quarters since.
  • Allworth Financial's Zenas BioPharma position peaked at $1.71K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Zenas BioPharma as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.