Jones Financial Companies
XZO

Jones Financial Companies’s Exzeo Group XZO Stock Holding History

Jones Financial Companies’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 		$3.87K Buy
243
+125
+106% +$1.84K ﹤0.01% 4213
2026
Q1 		$1.62K Buy
+118
New +$2.1K ﹤0.01% 4212

Other funds holding XZO

JT
Jupiter Topco New York $245B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jones Financial Companies's XZO Position: Q2 2026 in Review

Jones Financial Companies increased its Exzeo Group (XZO) stake by 106% in Q2 2026, buying an estimated $1.84K and bringing the position to 243 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #4213.

Jones Financial Companies first reported a position in XZO in Q1 2026 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

  • Jones Financial Companies held 243 shares of Exzeo Group worth $3.87K as of Q2 2026.
  • Jones Financial Companies bought 125 Exzeo Group shares in Q2 2026, an estimated $1.84K.
  • Exzeo Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4213 holding.
  • Jones Financial Companies first reported a position in Exzeo Group in Q1 2026 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.