YAG
AZIO

Yorkville Advisors Global’s Azio AI Holdings AZIO Stock Holding History

Yorkville Advisors Global’s Portfolio AZIO Stock Details AZIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-125,000
Closed -$224K – 33
2025
Q2 		$224K Buy
+125,000
New +$277K 0.06% 15

Other funds holding AZIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Yorkville Advisors Global's AZIO Position: Q3 2025 in Review

Yorkville Advisors Global sold out of Azio AI Holdings (AZIO) in Q3 2025, closing a stake of 125,000 shares — an estimated $224K sold.

Yorkville Advisors Global first reported a position in AZIO in Q2 2025 and held it in 1 quarter. The position peaked at $224K in Q2 2025. 13 funds tracked by Wall St. Rank hold AZIO as of Q3 2025.

  • Yorkville Advisors Global reported no remaining Azio AI Holdings position as of Q3 2025 after selling out during the quarter.
  • Yorkville Advisors Global sold 125,000 Azio AI Holdings shares in Q3 2025, an estimated $224K.
  • Yorkville Advisors Global first reported a position in Azio AI Holdings in Q2 2025 and held it in 1 quarter.
  • Yorkville Advisors Global's Azio AI Holdings position peaked at $224K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held Azio AI Holdings as of Q3 2025.

Based on Yorkville Advisors Global's 13F filing for Q3 2025, filed 18 Nov 2025.