Compass Financial Management’s Xeris Biopharma Holdings XERS Stock Holding History

Compass Financial Management’s Portfolio XERS Stock Details XERS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.92K	Buy	+1,000	New	+$6.39K	﹤0.01%	1104

Other funds holding XERS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Rosalind Advisors Toronto, Ontario, Canada $269M AUM 103.38% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Compass Financial Management's XERS Position: Q2 2026 in Review

Compass Financial Management opened a new position in Xeris Biopharma Holdings (XERS) in Q2 2026: 1,000 shares worth $7.92K. The stake represents ﹤0.01% of the portfolio and ranks #1104 among its holdings.

217 funds tracked by Wall St. Rank hold XERS as of Q2 2026.

Compass Financial Management held 1,000 shares of Xeris Biopharma Holdings worth $7.92K as of Q2 2026.
Xeris Biopharma Holdings was a new Compass Financial Management position in Q2 2026.
Xeris Biopharma Holdings made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1104 holding.
217 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.