Osaic Holdings
ZEO icon

Osaic Holdings’s Zeo Energy ZEO Stock Holding History

Osaic Holdings’s Portfolio ZEO Stock Details ZEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.52K Buy
4,604
+4,596
+57,450% +$2.07K ﹤0.01% 7414
2026
Q2 		$5 Hold
8
– – ﹤0.01% 7959
2026
Q1 		$4 Hold
8
– – ﹤0.01% 7767
2025
Q4 		$8 Hold
8
– – ﹤0.01% 7767
2025
Q3 		$13 Buy
+8
New +$16 ﹤0.01% 7847

Other funds holding ZEO

Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Groupe la Francaise
Groupe la Francaise Paris, France $8.63B AUM 33.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Crédit Industriel et Commercial
Crédit Industriel et Commercial Paris France, France $1.67B AUM 28.41% 1-Year Est. Return

Osaic Holdings's ZEO Position: Q3 2026 in Review

Osaic Holdings increased its Zeo Energy (ZEO) stake by 57,450% in Q3 2026, buying an estimated $2.07K and bringing the position to 4,604 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #7414.

Osaic Holdings first reported a position in ZEO in Q3 2025 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold ZEO as of Q3 2026.

  • Osaic Holdings held 4,604 shares of Zeo Energy worth $1.52K as of Q3 2026.
  • Osaic Holdings bought 4,596 Zeo Energy shares in Q3 2026, an estimated $2.07K.
  • Zeo Energy made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #7414 holding.
  • Osaic Holdings first reported a position in Zeo Energy in Q3 2025 and has held it in 5 quarters since.
  • 26 funds tracked by Wall St. Rank held Zeo Energy as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.