Creative Planning
XNCR icon

Creative Planning’s Xencor XNCR Stock Holding History

Creative Planning’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
Q2 		$416K Buy
25,867
+9,545
+58% +$119K ﹤0.01% 3329
2026
Q1 		$197K Sell
16,322
-1,469
-8% -$18.2K ﹤0.01% 3743
2025
Q4 		$272K Buy
17,791
+5,069
+40% +$75.7K ﹤0.01% 3321
2025
Q3 		$149K Sell
12,722
-5,408
-30% -$46.9K ﹤0.01% 3582
2025
Q2 		$143K Buy
18,130
+3,661
+25% +$32.9K ﹤0.01% 3348
2025
Q1 		$154K Buy
14,469
+14,404
+22,160% +$238K ﹤0.01% 3148
2024
Q4 		$1.49K Sell
65
-12,030
-99% -$276K ﹤0.01% 3490
2024
Q3 		$243K Sell
12,095
-3,260
-21% -$61.2K ﹤0.01% 2698
2024
Q2 		$291K Sell
15,355
-3,356
-18% -$72.1K ﹤0.01% 2376
2024
Q1 		$414K Buy
18,711
+4,543
+32% +$98.2K ﹤0.01% 2003
2023
Q4 		$301K Buy
+14,168
New +$270K ﹤0.01% 2087
2017
Q4 		– Sell
-37,400
Closed -$857K – 2015
2017
Q3 		$857K Hold
37,400
– – ﹤0.01% 792
2017
Q2 		$790K Sell
37,400
-1,000
-3% -$22.4K ﹤0.01% 802
2017
Q1 		$919K Buy
38,400
+1,000
+3% +$24.1K 0.01% 710
2016
Q4 		$984K Sell
37,400
-135
-0.4% -$3.25K 0.01% 630
2016
Q3 		$919K Buy
37,535
+60
+0.2% +$1.27K 0.01% 632
2016
Q2 		$712K Buy
37,475
+75
+0.2% +$1.03K 0.01% 636
2016
Q1 		$502K Buy
37,400
+33,400
+835% +$395K ﹤0.01% 752
2015
Q4 		$58K Buy
+4,000
New +$53.8K ﹤0.01% 2002

Other funds holding XNCR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Creative Planning's XNCR Position: Q2 2026 in Review

Creative Planning increased its Xencor (XNCR) stake by 58% in Q2 2026, buying an estimated $119K and bringing the position to 25,867 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #3329.

Creative Planning first reported a position in XNCR in Q4 2015 and has held it in 19 quarters since. The position peaked at $984K in Q4 2016. 208 funds tracked by Wall St. Rank hold XNCR as of Q2 2026.

  • Creative Planning held 25,867 shares of Xencor worth $416K as of Q2 2026.
  • Creative Planning bought 9,545 Xencor shares in Q2 2026, an estimated $119K.
  • Xencor made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3329 holding.
  • Creative Planning first reported a position in Xencor in Q4 2015 and has held it in 19 quarters since.
  • Creative Planning's Xencor position peaked at $984K in Q4 2016.
  • 208 funds tracked by Wall St. Rank held Xencor as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.