FFA
XZO

Farther Finance Advisors’s Exzeo Group XZO Stock Holding History

Farther Finance 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 		$760 Buy
+45
New +$662 ﹤0.01% 5443

Other funds holding XZO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

Farther Finance Advisors's XZO Position: Q2 2026 in Review

Farther Finance Advisors opened a new position in Exzeo Group (XZO) in Q2 2026: 45 shares worth $760. The stake represents ﹤0.01% of the portfolio and ranks #5443 among its holdings.

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

  • Farther Finance Advisors held 45 shares of Exzeo Group worth $760 as of Q2 2026.
  • Exzeo Group was a new Farther Finance Advisors position in Q2 2026.
  • Exzeo Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5443 holding.
  • 5 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.