Braeburn Wealth Management’s Xencor XNCR Stock Holding History

Braeburn 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 Q3	$1.02M	Buy	+40,870	New	+$910K	0.43%	47

Other funds holding XNCR

Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Braeburn Wealth Management's XNCR Position: Q3 2026 in Review

Braeburn Wealth Management opened a new position in Xencor (XNCR) in Q3 2026: 40,870 shares worth $1.02M. The stake represents 0.43% of the portfolio and ranks #47 among its holdings.

16 funds tracked by Wall St. Rank hold XNCR as of Q3 2026.

Braeburn Wealth Management held 40,870 shares of Xencor worth $1.02M as of Q3 2026.
Xencor was a new Braeburn Wealth Management position in Q3 2026.
Xencor made up 0.43% of Braeburn Wealth Management's portfolio in Q3 2026, its #47 holding.
16 funds tracked by Wall St. Rank held Xencor as of Q3 2026.

Based on Braeburn Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.