Abound Wealth Management’s Xencor XNCR Stock Holding History

Abound Wealth Management’s Portfolio XNCR Stock Details XNCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6	Closed	-$73	–	1587
2026 Q1	$73	Hold	6	–	–	﹤0.01%	1458
2025 Q4	$92	Hold	6	–	–	﹤0.01%	1389
2025 Q3	$71	Hold	6	–	–	﹤0.01%	1330
2025 Q2	$48	Hold	6	–	–	﹤0.01%	1284
2025 Q1	$64	Sell	6 -4	-40%	-$66	﹤0.01%	1253
2024 Q4	$230	Hold	10	–	–	﹤0.01%	1002
2024 Q3	$202	Hold	10	–	–	﹤0.01%	1157
2024 Q2	$190	Hold	10	–	–	﹤0.01%	1116
2024 Q1	$222	Hold	10	–	–	﹤0.01%	1224
2023 Q4	$213	Hold	10	–	–	﹤0.01%	1266
2023 Q3	$202	Hold	10	–	–	﹤0.01%	1105
2023 Q2	$250	Buy	+10	New	+$272	﹤0.01%	1118

Other funds holding XNCR

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return