IFP Advisors’s Zenas BioPharma ZBIO Stock Holding History

IFP 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 Q1	–	Sell	-12	Closed	-$436	–	5193
2025 Q4	$436	Buy	+12	New	+$395	﹤0.01%	4317

Other funds holding ZBIO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SOCM

SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

Enavate Sciences Menlo Park, California $352M AUM 220.14% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

FFM

Fairmount Funds Management West Conshohocken, Pennsylvania $1.38B AUM 407.79% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return

IFP Advisors's ZBIO Position: Q1 2026 in Review

IFP Advisors sold out of Zenas BioPharma (ZBIO) in Q1 2026, closing a stake of 12 shares — an estimated $436 sold.

IFP Advisors first reported a position in ZBIO in Q4 2025 and held it in 1 quarter. The position peaked at $436 in Q4 2025. 139 funds tracked by Wall St. Rank hold ZBIO as of Q1 2026.

IFP Advisors reported no remaining Zenas BioPharma position as of Q1 2026 after selling out during the quarter.
IFP Advisors sold 12 Zenas BioPharma shares in Q1 2026, an estimated $436.
IFP Advisors first reported a position in Zenas BioPharma in Q4 2025 and held it in 1 quarter.
IFP Advisors's Zenas BioPharma position peaked at $436 in Q4 2025.
139 funds tracked by Wall St. Rank held Zenas BioPharma as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.