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
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 – 2016
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 $5.7T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.34B AUM 204.53% 1-Year Est. Return