Bank of America
XZO

Bank of America’s Exzeo Group XZO Stock Holding History

Bank of America’s Portfolio XZO Stock Details XZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$861K Buy
58,695
+8,695
+17% +$154K ﹤0.01% 4588
2025
Q4 		$1.21M Buy
+50,000
New +$951K ﹤0.01% 4406

Other funds holding XZO

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Bank of America's XZO Position: Q1 2026 in Review

Bank of America increased its Exzeo Group (XZO) stake by 17% in Q1 2026, buying an estimated $154K and bringing the position to 58,695 shares worth $861K. The position accounts for ﹤0.01% of the portfolio, ranked #4588.

Bank of America first reported a position in XZO in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.21M in Q4 2025. 65 funds tracked by Wall St. Rank hold XZO as of Q1 2026.

  • Bank of America held 58,695 shares of Exzeo Group worth $861K as of Q1 2026.
  • Bank of America bought 8,695 Exzeo Group shares in Q1 2026, an estimated $154K.
  • Exzeo Group made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4588 holding.
  • Bank of America first reported a position in Exzeo Group in Q4 2025 and has held it in 2 quarters since.
  • Bank of America's Exzeo Group position peaked at $1.21M in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Exzeo Group as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.