Wells Fargo’s Exzeo Group XZO Stock Holding History

Wells Fargo’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	$127K	Buy	7,500 +4,635	+162%	+$68.2K	﹤0.01%	5434
2026 Q1	$42K	Buy	2,865 +2,365	+473%	+$42K	﹤0.01%	5512
2025 Q4	$12.1K	Buy	+500	New	+$9.51K	﹤0.01%	5907

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

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return

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

EIM

Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return

FCM

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo's XZO Position: Q2 2026 in Review

Wells Fargo increased its Exzeo Group (XZO) stake by 162% in Q2 2026, buying an estimated $68.2K and bringing the position to 7,500 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #5434.

Wells Fargo first reported a position in XZO in Q4 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

Wells Fargo held 7,500 shares of Exzeo Group worth $127K as of Q2 2026.
Wells Fargo bought 4,635 Exzeo Group shares in Q2 2026, an estimated $68.2K.
Exzeo Group made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #5434 holding.
Wells Fargo first reported a position in Exzeo Group in Q4 2025 and has held it in 3 quarters since.
86 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.