EP
XNCR icon

Essential Partners’s Xencor XNCR Stock Holding History

Essential Partners’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
Q3 		$2.75K Hold
110
– – ﹤0.01% 1792
2026
Q2 		$1.77K Sell
110
-99
-47% -$1.24K ﹤0.01% 2024
2026
Q1 		$2.52K Buy
209
+201
+2,513% +$2.49K ﹤0.01% 1907
2025
Q4 		$122 Buy
8
+2
+33% +$30 ﹤0.01% 2520
2025
Q3 		$70 Buy
+6
New +$52 ﹤0.01% 2535

Other funds holding XNCR

EL
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Essential Partners's XNCR Position: Q3 2026 in Review

Essential Partners held its Xencor (XNCR) position steady in Q3 2026 at 110 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1792.

Essential Partners first reported a position in XNCR in Q3 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold XNCR as of Q3 2026.

  • Essential Partners held 110 shares of Xencor worth $2.75K as of Q3 2026.
  • Essential Partners left its Xencor share count unchanged in Q3 2026.
  • Xencor made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1792 holding.
  • Essential Partners first reported a position in Xencor in Q3 2025 and has held it in 5 quarters since.
  • 12 funds tracked by Wall St. Rank held Xencor as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.