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BFC Planning, Inc.’s Exelixis EXEL Stock Holding History

BFC Planning, Inc.’s Portfolio EXEL Stock Details EXEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$713K Buy
12,208
+3,725
+44% +$208K 0.03% 492
2026
Q2 		$462K Buy
8,483
+7,124
+524% +$347K 0.02% 631
2026
Q1 		$58.3K Sell
1,359
-179,819
-99% -$7.73M ﹤0.01% 1279
2025
Q4 		$7.94M Sell
181,178
-4,117
-2% -$170K 0.35% 57
2025
Q3 		$7.65M Buy
185,295
+632
+0.3% +$25.4K 0.55% 35
2025
Q2 		$8.14M Buy
184,663
+10,422
+6% +$417K 0.64% 25
2025
Q1 		$6.43M Buy
174,241
+172,475
+9,766% +$6.15M 0.57% 28
2024
Q4 		$58.8K Sell
1,766
-50
-3% -$1.62K ﹤0.01% 1038
2024
Q3 		$47.1K Buy
+1,816
New +$45.1K ﹤0.01% 1124

Other funds holding EXEL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

BFC Planning, Inc.'s EXEL Position: Q3 2026 in Review

BFC Planning, Inc. increased its Exelixis (EXEL) stake by 44% in Q3 2026, buying an estimated $208K and bringing the position to 12,208 shares worth $713K. The position accounts for 0.03% of the portfolio, ranked #492.

BFC Planning, Inc. first reported a position in EXEL in Q3 2024 and has held it in 9 quarters since. The position peaked at $8.14M in Q2 2025. 637 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

  • BFC Planning, Inc. held 12,208 shares of Exelixis worth $713K as of Q3 2026.
  • BFC Planning, Inc. bought 3,725 Exelixis shares in Q3 2026, an estimated $208K.
  • Exelixis made up 0.03% of BFC Planning, Inc.'s portfolio in Q3 2026, its #492 holding.
  • BFC Planning, Inc. first reported a position in Exelixis in Q3 2024 and has held it in 9 quarters since.
  • BFC Planning, Inc.'s Exelixis position peaked at $8.14M in Q2 2025.
  • 637 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.