Physician Wealth Advisors’s Zenas BioPharma ZBIO Stock Holding History

Physician Wealth 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 Q2	$1.7K	Sell	67 -25	-27%	-$497	﹤0.01%	1567
2026 Q1	$1.8K	Buy	92 +25	+37%	+$561	﹤0.01%	1395
2025 Q4	$2.43K	Hold	67	–	–	﹤0.01%	1203
2025 Q3	$1.49K	Hold	67	–	–	﹤0.01%	1344
2025 Q2	$650	Buy	+67	New	+$653	﹤0.01%	1635

Other funds holding ZBIO

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Physician Wealth Advisors's ZBIO Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Zenas BioPharma (ZBIO) stake by 27% in Q2 2026, selling an estimated $497 and leaving 67 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

Physician Wealth Advisors first reported a position in ZBIO in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.43K in Q4 2025. 17 funds tracked by Wall St. Rank hold ZBIO as of Q2 2026.

Physician Wealth Advisors held 67 shares of Zenas BioPharma worth $1.7K as of Q2 2026.
Physician Wealth Advisors sold 25 Zenas BioPharma shares in Q2 2026, an estimated $497.
Zenas BioPharma made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1567 holding.
Physician Wealth Advisors first reported a position in Zenas BioPharma in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Zenas BioPharma position peaked at $2.43K in Q4 2025.
17 funds tracked by Wall St. Rank held Zenas BioPharma as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.