IFG
EXAS

Independent Financial Group’s Exact Sciences EXAS Stock Holding History

Independent Financial Group’s Portfolio EXAS Stock Details EXAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,465
Closed -$352K – 1471
2025
Q4 		$352K Buy
+3,465
New +$278K 0.01% 1072
2023
Q3 		– Sell
-4,394
Closed -$413K – 908
2023
Q2 		$413K Buy
+4,394
New +$343K 0.03% 531
2022
Q2 		– Sell
-3,109
Closed -$217K – 741
2022
Q1 		$217K Hold
3,109
– – 0.02% 709
2021
Q4 		$242K Buy
3,109
+100
+3% +$8.82K 0.02% 668
2021
Q3 		$287K Buy
3,009
+550
+22% +$58.1K 0.03% 539
2021
Q2 		$306K Sell
2,459
-402
-14% -$48K 0.03% 527
2021
Q1 		$377K Buy
2,861
+191
+7% +$26.1K 0.05% 398
2020
Q4 		$354K Buy
2,670
+271
+11% +$32.8K 0.05% 383
2020
Q3 		$245K Sell
2,399
-193
-7% -$16.7K 0.05% 395
2020
Q2 		$225K Buy
+2,592
New +$207K 0.05% 386

Other funds holding EXAS

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.68B AUM 31.18% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Independent Financial Group's EXAS Position: Q1 2026 in Review

Independent Financial Group sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 3,465 shares — an estimated $352K sold.

Independent Financial Group first reported a position in EXAS in Q2 2020 and held it in 10 quarters. The position peaked at $413K in Q2 2023. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Independent Financial Group reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 3,465 Exact Sciences shares in Q1 2026, an estimated $352K.
  • Independent Financial Group first reported a position in Exact Sciences in Q2 2020 and held it in 10 quarters.
  • Independent Financial Group's Exact Sciences position peaked at $413K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.