EverSource Wealth Advisors’s Zenas BioPharma ZBIO Stock Holding History

EverSource Wealth Advisors’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 Q2	$4.11K	Buy	162 +64	+65%	+$1.27K	﹤0.01%	3379
2026 Q1	$1.92K	Buy	98 +25	+34%	+$561	﹤0.01%	3661
2025 Q4	$2.65K	Buy	73 +15	+26%	+$493	﹤0.01%	3396
2025 Q3	$1.29K	Hold	58	–	–	﹤0.01%	3681
2025 Q2	$562	Buy	58 +56	+2,800%	+$545	﹤0.01%	3871
2025 Q1	$16	Buy	+2	New	+$16	﹤0.01%	3980

Other funds holding ZBIO

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Zenas BioPharma (ZBIO) stake by 65% in Q2 2026, buying an estimated $1.27K and bringing the position to 162 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #3379.

EverSource Wealth Advisors first reported a position in ZBIO in Q1 2025 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold ZBIO as of Q2 2026.

EverSource Wealth Advisors held 162 shares of Zenas BioPharma worth $4.11K as of Q2 2026.
EverSource Wealth Advisors bought 64 Zenas BioPharma shares in Q2 2026, an estimated $1.27K.
Zenas BioPharma made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3379 holding.
EverSource Wealth Advisors first reported a position in Zenas BioPharma in Q1 2025 and has held it in 6 quarters since.
17 funds tracked by Wall St. Rank held Zenas BioPharma as of Q2 2026.

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