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Exencial Wealth Advisors’s Ford F Stock Holding History

Exencial Wealth Advisors’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$333K Buy
28,867
+649
+2% +$8.55K 0.01% 462
2025
Q4 		$370K Buy
28,218
+1,198
+4% +$15.4K 0.01% 440
2025
Q3 		$323K Buy
27,020
+4,609
+21% +$53.1K 0.01% 442
2025
Q2 		$243K Buy
22,411
+2,646
+13% +$26.9K 0.01% 456
2025
Q1 		$198K Buy
19,765
+1,176
+6% +$11.5K 0.01% 487
2024
Q4 		$184K Sell
18,589
-2,293
-11% -$24.5K 0.01% 494
2024
Q3 		$221K Sell
20,882
-1,303
-6% -$14.9K 0.01% 474
2024
Q2 		$278K Buy
22,185
+2,207
+11% +$27.3K 0.01% 437
2024
Q1 		$265K Buy
19,978
+1,119
+6% +$13.6K 0.01% 454
2023
Q4 		$230K Buy
18,859
+5,282
+39% +$58.8K 0.01% 455
2023
Q3 		$169K Sell
13,577
-23,385
-63% -$304K 0.01% 416
2023
Q2 		$559K Buy
36,962
+23,526
+175% +$298K 0.03% 283
2023
Q1 		$169K Sell
13,436
-3,988
-23% -$49.9K 0.01% 407
2022
Q4 		$203K Buy
17,424
+4,078
+31% +$52.4K 0.01% 408
2022
Q3 		$149K Buy
13,346
+1,232
+10% +$17.2K 0.01% 411
2022
Q2 		$135K Sell
12,114
-5,307
-30% -$72.7K 0.01% 415
2022
Q1 		$295K Buy
+17,421
New +$331K 0.01% 365
2018
Q4 		– Sell
-10,356
Closed -$96K – 217
2018
Q3 		$96K Sell
10,356
-416
-4% -$4.16K 0.02% 189
2018
Q2 		$119K Buy
10,772
+53
+0.5% +$607 0.03% 184
2018
Q1 		$119K Sell
10,719
-5,541
-34% -$62.5K 0.04% 169
2017
Q4 		$203K Buy
16,260
+1,524
+10% +$18.8K 0.06% 173
2017
Q3 		$176K Sell
14,736
-138
-0.9% -$1.56K 0.06% 169
2017
Q2 		$166K Buy
+14,874
New +$166K 0.07% 149
2016
Q3 		– Sell
-10,619
Closed -$133K – 172
2016
Q2 		$133K Buy
+10,619
New +$140K 0.06% 150

Other funds holding F

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Exencial Wealth Advisors's F Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Ford (F) stake by 2.3% in Q1 2026, buying an estimated $8.55K and bringing the position to 28,867 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #462.

Exencial Wealth Advisors first reported a position in F in Q2 2016 and has held it in 24 quarters since. The position peaked at $559K in Q2 2023. 1,706 funds tracked by Wall St. Rank hold F as of Q1 2026.

  • Exencial Wealth Advisors held 28,867 shares of Ford worth $333K as of Q1 2026.
  • Exencial Wealth Advisors bought 649 Ford shares in Q1 2026, an estimated $8.55K.
  • Ford made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #462 holding.
  • Exencial Wealth Advisors first reported a position in Ford in Q2 2016 and has held it in 24 quarters since.
  • Exencial Wealth Advisors's Ford position peaked at $559K in Q2 2023.
  • 1,706 funds tracked by Wall St. Rank held Ford as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.