SageView Advisory Group
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SageView Advisory Group’s Zenas BioPharma ZBIO Stock Holding History

SageView Advisory Group’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
-4
Closed -$146 – 2548
2025
Q4 		$146 Buy
+4
New +$132 ﹤0.01% 2526

Other funds holding ZBIO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $1.04B AUM 262.99% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $345M AUM 134.64% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Polar Capital Holdings
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
RPSM
Royalty Pharma Sub-Manager New York $242M AUM
FFM
Fairmount Funds Management West Conshohocken, Pennsylvania $1.51B AUM 546.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SageView Advisory Group's ZBIO Position: Q1 2026 in Review

SageView Advisory Group sold out of Zenas BioPharma (ZBIO) in Q1 2026, closing a stake of 4 shares — an estimated $146 sold.

SageView Advisory Group first reported a position in ZBIO in Q4 2025 and held it in 1 quarter. The position peaked at $146 in Q4 2025. 140 funds tracked by Wall St. Rank hold ZBIO as of Q1 2026.

  • SageView Advisory Group reported no remaining Zenas BioPharma position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 4 Zenas BioPharma shares in Q1 2026, an estimated $146.
  • SageView Advisory Group first reported a position in Zenas BioPharma in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Zenas BioPharma position peaked at $146 in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Zenas BioPharma as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.