EverSource Wealth Advisors’s Xencor XNCR Stock Holding History

EverSource 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	$7.86K	Buy	488 +239	+96%	+$2.98K	﹤0.01%	3051
2026 Q1	$3K	Buy	249 +94	+61%	+$1.17K	﹤0.01%	3493
2025 Q4	$2.37K	Buy	155 +97	+167%	+$1.45K	﹤0.01%	3439
2025 Q3	$680	Sell	58 -298	-84%	-$2.59K	﹤0.01%	3861
2025 Q2	$2.8K	Sell	356 -17	-5%	-$153	﹤0.01%	3383
2025 Q1	$3.97K	Buy	373 +371	+18,550%	+$6.13K	﹤0.01%	2608
2024 Q4	$46	Buy	+2	New	+$46	﹤0.01%	3648
2024 Q1	–	Sell	-103	Closed	-$2.19K	–	3006
2023 Q4	$2.19K	Buy	+103	New	+$1.96K	﹤0.01%	2139
2023 Q3	–	Sell	-38	Closed	-$949	–	2678
2023 Q2	$949	Buy	+38	New	+$1.03K	﹤0.01%	2251
2022 Q1	–	Sell	-47	Closed	-$2K	–	1871
2021 Q4	$2K	Buy	+47	New	+$1.78K	﹤0.01%	1644

Other funds holding XNCR

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Xencor (XNCR) stake by 96% in Q2 2026, buying an estimated $2.98K and bringing the position to 488 shares worth $7.86K. The position accounts for ﹤0.01% of the portfolio, ranked #3051.

EverSource Wealth Advisors first reported a position in XNCR in Q4 2021 and has held it in 10 quarters since. 49 funds tracked by Wall St. Rank hold XNCR as of Q2 2026.

EverSource Wealth Advisors held 488 shares of Xencor worth $7.86K as of Q2 2026.
EverSource Wealth Advisors bought 239 Xencor shares in Q2 2026, an estimated $2.98K.
Xencor made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3051 holding.
EverSource Wealth Advisors first reported a position in Xencor in Q4 2021 and has held it in 10 quarters since.
49 funds tracked by Wall St. Rank held Xencor as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.