State Street’s Exzeo Group XZO Stock Holding History

State Street’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	$2.53M	Buy	150,003 +94,820	+172%	+$1.39M	﹤0.01%	3262
2026 Q1	$810K	Buy	+55,183	New	+$980K	﹤0.01%	3535

Other funds holding XZO

Jupiter Topco New York $245B AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street's XZO Position: Q2 2026 in Review

State Street increased its Exzeo Group (XZO) stake by 172% in Q2 2026, buying an estimated $1.39M and bringing the position to 150,003 shares worth $2.53M. The position accounts for ﹤0.01% of the portfolio, ranked #3262.

State Street first reported a position in XZO in Q1 2026 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

State Street held 150,003 shares of Exzeo Group worth $2.53M as of Q2 2026.
State Street bought 94,820 Exzeo Group shares in Q2 2026, an estimated $1.39M.
Exzeo Group made up ﹤0.01% of State Street's portfolio in Q2 2026, its #3262 holding.
State Street first reported a position in Exzeo Group in Q1 2026 and has held it in 2 quarters since.
78 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.