SIC
XZO

SJS Investment Consulting’s Exzeo Group XZO Stock Holding History

SJS Investment Consulting’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 		$1.08K Buy
+64
New +$941 ﹤0.01% 2006

Other funds holding XZO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

SJS Investment Consulting's XZO Position: Q2 2026 in Review

SJS Investment Consulting opened a new position in Exzeo Group (XZO) in Q2 2026: 64 shares worth $1.08K. The stake represents ﹤0.01% of the portfolio and ranks #2006 among its holdings.

5 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

  • SJS Investment Consulting held 64 shares of Exzeo Group worth $1.08K as of Q2 2026.
  • Exzeo Group was a new SJS Investment Consulting position in Q2 2026.
  • Exzeo Group made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2006 holding.
  • 5 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.