IFP Advisors’s Exzeo Group XZO Stock Holding History

IFP 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 Q3	$101	Sell	7 -92	-93%	-$1.5K	﹤0.01%	4982
2026 Q2	$1.67K	Buy	+99	New	+$1.46K	﹤0.01%	4313

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

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 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

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

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

IFP Advisors's XZO Position: Q3 2026 in Review

IFP Advisors reduced its Exzeo Group (XZO) stake by 93% in Q3 2026, selling an estimated $1.5K and leaving 7 shares worth $101. The position accounts for ﹤0.01% of the portfolio, ranked #4982.

IFP Advisors first reported a position in XZO in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.67K in Q2 2026. 9 funds tracked by Wall St. Rank hold XZO as of Q3 2026.

IFP Advisors held 7 shares of Exzeo Group worth $101 as of Q3 2026.
IFP Advisors sold 92 Exzeo Group shares in Q3 2026, an estimated $1.5K.
Exzeo Group made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4982 holding.
IFP Advisors first reported a position in Exzeo Group in Q2 2026 and has held it in 2 quarters since.
IFP Advisors's Exzeo Group position peaked at $1.67K in Q2 2026.
9 funds tracked by Wall St. Rank held Exzeo Group as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.