Creative Financial Designs’s Xeris Biopharma Holdings XERS Stock Holding History

Creative Financial Designs’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	$17.4K	Hold	2,200	–	–	﹤0.01%	1353
2026 Q1	$12.8K	Hold	2,200	–	–	﹤0.01%	1339
2025 Q4	$17.3K	Hold	2,200	–	–	﹤0.01%	1196
2025 Q3	$17.9K	Buy	2,200 +300	+16%	+$1.99K	﹤0.01%	1178
2025 Q2	$8.87K	Sell	1,900 -155	-8%	-$710	﹤0.01%	1378
2025 Q1	$11.3K	Hold	2,055	–	–	﹤0.01%	1262
2024 Q4	$6.97K	Hold	2,055	–	–	﹤0.01%	1346
2024 Q3	$5.86K	Hold	2,055	–	–	﹤0.01%	1334
2024 Q2	$4.62K	Hold	2,055	–	–	﹤0.01%	1328
2024 Q1	$4.54K	Hold	2,055	–	–	﹤0.01%	1328
2023 Q4	$4.83K	Buy	+2,055	New	+$3.79K	﹤0.01%	1268

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 $3.38T AUM 44.17% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Creative Financial Designs's XERS Position: Q2 2026 in Review

Creative Financial Designs held its Xeris Biopharma Holdings (XERS) position steady in Q2 2026 at 2,200 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Creative Financial Designs first reported a position in XERS in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.9K in Q3 2025. 240 funds tracked by Wall St. Rank hold XERS as of Q2 2026.

Creative Financial Designs held 2,200 shares of Xeris Biopharma Holdings worth $17.4K as of Q2 2026.
Creative Financial Designs left its Xeris Biopharma Holdings share count unchanged in Q2 2026.
Xeris Biopharma Holdings made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1353 holding.
Creative Financial Designs first reported a position in Xeris Biopharma Holdings in Q4 2023 and has held it in 11 quarters since.
Creative Financial Designs's Xeris Biopharma Holdings position peaked at $17.9K in Q3 2025.
240 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.