EP Wealth Advisors’s Xencor XNCR Stock Holding History

EP Wealth Advisors’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	$164K	Buy	13,623 +435	+3%	+$5.4K	﹤0.01%	1427
2025 Q4	$202K	Buy	+13,188	New	+$197K	﹤0.01%	1385
2025 Q2	$105K	Buy	13,298 +259	+2%	+$2.32K	﹤0.01%	1377
2025 Q1	$139K	Buy	13,039 +39	+0.3%	+$644	﹤0.01%	1202
2024 Q4	$299K	Hold	13,000	–	–	﹤0.01%	875
2024 Q3	$261K	Hold	13,000	–	–	﹤0.01%	917
2024 Q2	$246K	Hold	13,000	–	–	﹤0.01%	706
2024 Q1	$288K	Hold	13,000	–	–	﹤0.01%	641
2023 Q4	$276K	Hold	13,000	–	–	﹤0.01%	637
2023 Q3	$262K	Sell	13,000 -26,661	-67%	-$606K	﹤0.01%	586
2023 Q2	$325K	Sell	39,661 -45,188	-53%	-$1.23M	﹤0.01%	548
2023 Q1	$12.7M	Buy	84,849 +71,849	+553%	+$2.21M	0.22%	76
2022 Q4	$339K	Hold	13,000	–	–	0.01%	443
2022 Q3	$338K	Sell	13,000 -553	-4%	-$15.8K	0.01%	297
2022 Q2	$371K	Buy	13,553 +463	+4%	+$11.4K	0.01%	437
2022 Q1	$349K	Sell	13,090 -115	-0.9%	-$3.71K	0.01%	462
2021 Q4	$530K	Hold	13,205	–	–	0.01%	342
2021 Q3	$431K	Buy	13,205 +199	+2%	+$6.54K	0.01%	360
2021 Q2	$449K	Sell	13,006 -140	-1%	-$5.55K	0.01%	354
2021 Q1	$566K	Hold	13,146	–	–	0.02%	303
2020 Q4	$574K	Sell	13,146 -6,854	-34%	-$283K	0.02%	246
2020 Q3	$776K	Buy	+20,000	New	+$695K	0.03%	182
2020 Q2	–	Sell	-27,353	Closed	-$838K	–	189
2020 Q1	$817K	Hold	27,353	–	–	0.04%	194
2019 Q4	$941K	Sell	27,353 -5,000	-15%	-$183K	0.04%	203
2019 Q3	$1.09M	Buy	+32,353	New	+$1.29M	0.05%	146

Other funds holding XNCR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return