EWA
XZO

EverSource Wealth Advisors’s Exzeo Group XZO Stock Holding History

EverSource Wealth Advisors’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 		$692 Buy
+41
New +$603 ﹤0.01% 4067

Other funds holding XZO

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

EverSource Wealth Advisors's XZO Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in Exzeo Group (XZO) in Q2 2026: 41 shares worth $692. The stake represents ﹤0.01% of the portfolio and ranks #4067 among its holdings.

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

  • EverSource Wealth Advisors held 41 shares of Exzeo Group worth $692 as of Q2 2026.
  • Exzeo Group was a new EverSource Wealth Advisors position in Q2 2026.
  • Exzeo Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4067 holding.
  • 16 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.