AWM
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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Abound Wealth Management's XNCR Position: Q2 2026 in Review

Abound Wealth Management sold out of Xencor (XNCR) in Q2 2026, closing a stake of 6 shares — an estimated $73 sold.

Abound Wealth Management first reported a position in XNCR in Q2 2023 and held it in 12 quarters. The position peaked at $250 in Q2 2023. 208 funds tracked by Wall St. Rank hold XNCR as of Q2 2026.

  • Abound Wealth Management reported no remaining Xencor position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 6 Xencor shares in Q2 2026, an estimated $73.
  • Abound Wealth Management first reported a position in Xencor in Q2 2023 and held it in 12 quarters.
  • Abound Wealth Management's Xencor position peaked at $250 in Q2 2023.
  • 208 funds tracked by Wall St. Rank held Xencor as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.