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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

XZO holding history

Exzeo Group, Inc. in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XZO overviewAll 13F holders of XZOFull Q2 2026 holdings

Shares (Q2 2026)
11,841
Value
$199.8K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of XZO by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,841$199.8K<0.1%+11,841NewHolders