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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
Q2 		$218K Sell
13,567
-56
-0.4% -$699 ﹤0.01% 1469
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
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

EP Wealth Advisors's XNCR Position: Q2 2026 in Review

EP Wealth Advisors reduced its Xencor (XNCR) stake by 0.41% in Q2 2026, selling an estimated $699 and leaving 13,567 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

EP Wealth Advisors first reported a position in XNCR in Q3 2019 and has held it in 26 quarters since. The position peaked at $12.7M in Q1 2023. 209 funds tracked by Wall St. Rank hold XNCR as of Q2 2026.

  • EP Wealth Advisors held 13,567 shares of Xencor worth $218K as of Q2 2026.
  • EP Wealth Advisors sold 56 Xencor shares in Q2 2026, an estimated $699.
  • Xencor made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1469 holding.
  • EP Wealth Advisors first reported a position in Xencor in Q3 2019 and has held it in 26 quarters since.
  • EP Wealth Advisors's Xencor position peaked at $12.7M in Q1 2023.
  • 209 funds tracked by Wall St. Rank held Xencor as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.