Essential Partners’s Exzeo Group XZO Stock Holding History

Essential Partners’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 Q3	$463	Sell	32 -8	-20%	-$130	﹤0.01%	2421
2026 Q2	$675	Buy	+40	New	+$588	﹤0.01%	2401

Other funds holding XZO

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's XZO Position: Q3 2026 in Review

Essential Partners reduced its Exzeo Group (XZO) stake by 20% in Q3 2026, selling an estimated $130 and leaving 32 shares worth $463. The position accounts for ﹤0.01% of the portfolio, ranked #2421.

Essential Partners first reported a position in XZO in Q2 2026 and has held it in 2 quarters since. The position peaked at $675 in Q2 2026. 8 funds tracked by Wall St. Rank hold XZO as of Q3 2026.

Essential Partners held 32 shares of Exzeo Group worth $463 as of Q3 2026.
Essential Partners sold 8 Exzeo Group shares in Q3 2026, an estimated $130.
Exzeo Group made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2421 holding.
Essential Partners first reported a position in Exzeo Group in Q2 2026 and has held it in 2 quarters since.
Essential Partners's Exzeo Group position peaked at $675 in Q2 2026.
8 funds tracked by Wall St. Rank held Exzeo Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.