Bank of New York Mellon
XZO

Bank of New York Mellon’s Exzeo Group XZO Stock Holding History

Bank of New York Mellon’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
Q2 		$287K Buy
+17,024
New +$250K ﹤0.01% 4026

Other funds holding XZO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
SCM
Sidoxia Capital Management Newport Beach, California $136M AUM

Bank of New York Mellon's XZO Position: Q2 2026 in Review

Bank of New York Mellon opened a new position in Exzeo Group (XZO) in Q2 2026: 17,024 shares worth $287K. The stake represents ﹤0.01% of the portfolio and ranks #4026 among its holdings.

37 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

  • Bank of New York Mellon held 17,024 shares of Exzeo Group worth $287K as of Q2 2026.
  • Exzeo Group was a new Bank of New York Mellon position in Q2 2026.
  • Exzeo Group made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #4026 holding.
  • 37 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.