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BAM Wealth Management’s Exelixis EXEL Stock Holding History

BAM Wealth Management’s Portfolio EXEL Stock Details EXEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$449K Buy
8,257
+664
+9% +$32.3K 0.28% 100
2026
Q1 		$326K Sell
7,593
-1,355
-15% -$58.3K 0.24% 93
2025
Q4 		$392K Buy
8,948
+1,149
+15% +$47.5K 0.28% 86
2025
Q3 		$322K Buy
+7,799
New +$313K 0.25% 92

Other funds holding EXEL

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

BAM Wealth Management's EXEL Position: Q2 2026 in Review

BAM Wealth Management increased its Exelixis (EXEL) stake by 8.7% in Q2 2026, buying an estimated $32.3K and bringing the position to 8,257 shares worth $449K. The position accounts for 0.28% of the portfolio, ranked #100.

BAM Wealth Management first reported a position in EXEL in Q3 2025 and has held it in 4 quarters since. 335 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • BAM Wealth Management held 8,257 shares of Exelixis worth $449K as of Q2 2026.
  • BAM Wealth Management bought 664 Exelixis shares in Q2 2026, an estimated $32.3K.
  • Exelixis made up 0.28% of BAM Wealth Management's portfolio in Q2 2026, its #100 holding.
  • BAM Wealth Management first reported a position in Exelixis in Q3 2025 and has held it in 4 quarters since.
  • 335 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.