BFG
EXAS

Birch Financial Group’s Exact Sciences EXAS Stock Holding History

Birch Financial Group’s Portfolio EXAS Stock Details EXAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,661
Closed -$270K – 139
2025
Q4 		$270K Buy
+2,661
New +$214K 0.15% 108

Other funds holding EXAS

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.68B AUM 31.18% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Birch Financial Group's EXAS Position: Q1 2026 in Review

Birch Financial Group sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 2,661 shares — an estimated $270K sold.

Birch Financial Group first reported a position in EXAS in Q4 2025 and held it in 1 quarter. The position peaked at $270K in Q4 2025. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Birch Financial Group reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Birch Financial Group sold 2,661 Exact Sciences shares in Q1 2026, an estimated $270K.
  • Birch Financial Group first reported a position in Exact Sciences in Q4 2025 and held it in 1 quarter.
  • Birch Financial Group's Exact Sciences position peaked at $270K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Birch Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.