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Independent Financial Group’s Exelixis EXEL Stock Holding History

Independent Financial Group’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
Q2 		$374K Buy
+6,871
New +$335K 0.01% 1120
2025
Q4 		– Sell
-11,791
Closed -$487K – 1432
2025
Q3 		$487K Buy
+11,791
New +$474K 0.01% 866

Other funds holding EXEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Financial Group's EXEL Position: Q2 2026 in Review

Independent Financial Group opened a new position in Exelixis (EXEL) in Q2 2026: 6,871 shares worth $374K. The stake represents 0.01% of the portfolio and ranks #1120 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in EXEL as recently as Q3 2025.

Independent Financial Group first reported a position in EXEL in Q3 2025 and has held it in 2 quarters since. The position peaked at $487K in Q3 2025. 756 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Independent Financial Group held 6,871 shares of Exelixis worth $374K as of Q2 2026.
  • Exelixis was a new Independent Financial Group position in Q2 2026.
  • Exelixis made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1120 holding.
  • Independent Financial Group first reported a position in Exelixis in Q3 2025 and has held it in 2 quarters since.
  • Independent Financial Group's Exelixis position peaked at $487K in Q3 2025.
  • 756 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.