Root Financial Partners
XZO icon

Root Financial Partners’s Exzeo Group XZO Stock Holding History

Root Financial Partners’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 		$289 Buy
+20
New +$326 ﹤0.01% 3412

Other funds holding XZO

Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Root Financial Partners's XZO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Exzeo Group (XZO) in Q3 2026: 20 shares worth $289. The stake represents ﹤0.01% of the portfolio and ranks #3412 among its holdings.

8 funds tracked by Wall St. Rank hold XZO as of Q3 2026.

  • Root Financial Partners held 20 shares of Exzeo Group worth $289 as of Q3 2026.
  • Exzeo Group was a new Root Financial Partners position in Q3 2026.
  • Exzeo Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3412 holding.
  • 8 funds tracked by Wall St. Rank held Exzeo Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.