Wedmont Private Capital’s Zillow Z Stock Holding History

Wedmont Private Capital’s Portfolio Z Stock Details Z Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$203K	Buy	6,296 +1,231	+24%	+$47.3K	0.01%	914
2026 Q1	$210K	Sell	5,065 -1,137	-18%	-$60.5K	0.01%	798
2025 Q4	$423K	Buy	6,202 +1,417	+30%	+$103K	0.01%	530
2025 Q3	$348K	Buy	4,785 +792	+20%	+$64.7K	0.01%	576
2025 Q2	$302K	Buy	3,993 +648	+19%	+$43.7K	0.01%	571
2025 Q1	$205K	Buy	+3,345	New	+$256K	0.01%	659
2024 Q3	–	Sell	-26,169	Closed	-$1.32M	–	692
2024 Q2	$1.32M	Buy	26,169 +1,249	+5%	+$55K	0.08%	152
2024 Q1	$1.2M	Buy	24,920 +468	+2%	+$25.5K	0.09%	154
2023 Q4	$1.36M	Buy	24,452 +569	+2%	+$25.1K	0.11%	117
2023 Q3	$1.04M	Buy	23,883 +251	+1%	+$12.9K	0.11%	121
2023 Q2	$1.26M	Buy	23,632 +514	+2%	+$23.6K	0.14%	103
2023 Q1	$1.04M	Buy	23,118 +171	+0.7%	+$7.27K	0.14%	107
2022 Q4	$823K	Buy	22,947 +132	+0.6%	+$4.37K	0.12%	135
2022 Q3	$653K	Buy	22,815 +104	+0.5%	+$3.61K	0.13%	126
2022 Q2	$721K	Buy	22,711 +37	+0.2%	+$1.49K	0.16%	102
2022 Q1	$1.21M	Buy	22,674 +59	+0.3%	+$3.17K	0.27%	62
2021 Q4	$1.28M	Buy	+22,615	New	+$1.63M	0.39%	45

Other funds holding Z

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return