Y-Intercept (HK)’s Exzeo Group XZO Stock Holding History

Y-Intercept (HK)’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	–	Sell	-46,196	Closed	-$678K	–	2272
2026 Q1	$678K	Buy	+46,196	New	+$820K	0.01%	1178

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Y-Intercept (HK)'s XZO Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Exzeo Group (XZO) in Q2 2026, closing a stake of 46,196 shares — an estimated $678K sold.

Y-Intercept (HK) first reported a position in XZO in Q1 2026 and held it in 1 quarter. The position peaked at $678K in Q1 2026. 78 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

Y-Intercept (HK) reported no remaining Exzeo Group position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 46,196 Exzeo Group shares in Q2 2026, an estimated $678K.
Y-Intercept (HK) first reported a position in Exzeo Group in Q1 2026 and held it in 1 quarter.
Y-Intercept (HK)'s Exzeo Group position peaked at $678K in Q1 2026.
78 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.