Integrated Wealth Concepts’s Xeris Biopharma Holdings XERS Stock Holding History

Integrated Wealth Concepts’s Portfolio XERS Stock Details XERS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$73.8K	Buy	+9,324	New	+$59.5K	﹤0.01%	3051

Other funds holding XERS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Rosalind Advisors Toronto, Ontario, Canada $269M AUM 103.38% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Integrated Wealth Concepts's XERS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Xeris Biopharma Holdings (XERS) in Q2 2026: 9,324 shares worth $73.8K. The stake represents ﹤0.01% of the portfolio and ranks #3051 among its holdings.

239 funds tracked by Wall St. Rank hold XERS as of Q2 2026.

Integrated Wealth Concepts held 9,324 shares of Xeris Biopharma Holdings worth $73.8K as of Q2 2026.
Xeris Biopharma Holdings was a new Integrated Wealth Concepts position in Q2 2026.
Xeris Biopharma Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3051 holding.
239 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.