SCM
XZO

Sterling Capital Management’s Exzeo Group XZO Stock Holding History

Sterling Capital Management’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 		$489 Sell
29
-149
-84% -$2.19K ﹤0.01% 3225
2026
Q1 		$2.61K Buy
+178
New +$3.16K ﹤0.01% 2930

Other funds holding XZO

JT
Jupiter Topco New York $245B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
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
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Sterling Capital Management's XZO Position: Q2 2026 in Review

Sterling Capital Management reduced its Exzeo Group (XZO) stake by 84% in Q2 2026, selling an estimated $2.19K and leaving 29 shares worth $489. The position accounts for ﹤0.01% of the portfolio, ranked #3225.

Sterling Capital Management first reported a position in XZO in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.61K in Q1 2026. 78 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

  • Sterling Capital Management held 29 shares of Exzeo Group worth $489 as of Q2 2026.
  • Sterling Capital Management sold 149 Exzeo Group shares in Q2 2026, an estimated $2.19K.
  • Exzeo Group made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #3225 holding.
  • Sterling Capital Management first reported a position in Exzeo Group in Q1 2026 and has held it in 2 quarters since.
  • Sterling Capital Management's Exzeo Group position peaked at $2.61K in Q1 2026.
  • 78 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.