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 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Wells Fargo's XZO Position: Q1 2026 in Review

Wells Fargo increased its Exzeo Group (XZO) stake by 473% in Q1 2026, buying an estimated $42K and bringing the position to 2,865 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #5512.

Wells Fargo first reported a position in XZO in Q4 2025 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold XZO as of Q1 2026.

Wells Fargo held 2,865 shares of Exzeo Group worth $42K as of Q1 2026.
Wells Fargo bought 2,365 Exzeo Group shares in Q1 2026, an estimated $42K.
Exzeo Group made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5512 holding.
Wells Fargo first reported a position in Exzeo Group in Q4 2025 and has held it in 2 quarters since.
65 funds tracked by Wall St. Rank held Exzeo Group as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.