Empirical Wealth Management’s Xeris Biopharma Holdings XERS Stock Holding History

Empirical Wealth 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	$108K	Hold	13,650	–	–	﹤0.01%	1038
2026 Q1	$79.2K	Sell	13,650 -2,420	-15%	-$16K	﹤0.01%	978
2025 Q4	$126K	Buy	16,070 +2,420	+18%	+$19K	﹤0.01%	878
2025 Q3	$111K	Hold	13,650	–	–	﹤0.01%	780
2025 Q2	$63.7K	Hold	13,650	–	–	﹤0.01%	680
2025 Q1	$74.9K	Hold	13,650	–	–	﹤0.01%	641
2024 Q4	$46.3K	Hold	13,650	–	–	﹤0.01%	608
2024 Q3	$38.9K	Hold	13,650	–	–	﹤0.01%	566
2024 Q2	$30.7K	Hold	13,650	–	–	﹤0.01%	559
2024 Q1	$30.2K	Hold	13,650	–	–	﹤0.01%	527
2023 Q4	$32.1K	Hold	13,650	–	–	﹤0.01%	496
2023 Q3	$25.4K	Hold	13,650	–	–	﹤0.01%	462
2023 Q2	$35.8K	Buy	+13,650	New	+$34.8K	﹤0.01%	455

Other funds holding XERS

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AlphaCentric Advisors San Juan, Puerto Rico $118M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Empirical Wealth Management's XERS Position: Q2 2026 in Review

Empirical Wealth Management held its Xeris Biopharma Holdings (XERS) position steady in Q2 2026 at 13,650 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Empirical Wealth Management first reported a position in XERS in Q2 2023 and has held it in 13 quarters since. The position peaked at $126K in Q4 2025. 42 funds tracked by Wall St. Rank hold XERS as of Q2 2026.

Empirical Wealth Management held 13,650 shares of Xeris Biopharma Holdings worth $108K as of Q2 2026.
Empirical Wealth Management left its Xeris Biopharma Holdings share count unchanged in Q2 2026.
Xeris Biopharma Holdings made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #1038 holding.
Empirical Wealth Management first reported a position in Xeris Biopharma Holdings in Q2 2023 and has held it in 13 quarters since.
Empirical Wealth Management's Xeris Biopharma Holdings position peaked at $126K in Q4 2025.
42 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.