JWM
XERS icon

Jacksonville Wealth Management’s Xeris Biopharma Holdings XERS Stock Holding History

Jacksonville Wealth Management’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 		$135K Hold
17,000
– – 0.08% 75
2026
Q1 		$98.6K Hold
17,000
– – 0.07% 67
2025
Q4 		$133K Hold
17,000
– – 0.09% 73
2025
Q3 		$138K Buy
+17,000
New +$113K 0.1% 67

Other funds holding XERS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $269M AUM 103.38% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Jacksonville Wealth Management's XERS Position: Q2 2026 in Review

Jacksonville Wealth Management held its Xeris Biopharma Holdings (XERS) position steady in Q2 2026 at 17,000 shares worth $135K. The position accounts for 0.08% of the portfolio, ranked #75.

Jacksonville Wealth Management first reported a position in XERS in Q3 2025 and has held it in 4 quarters since. The position peaked at $138K in Q3 2025. 240 funds tracked by Wall St. Rank hold XERS as of Q2 2026.

  • Jacksonville Wealth Management held 17,000 shares of Xeris Biopharma Holdings worth $135K as of Q2 2026.
  • Jacksonville Wealth Management left its Xeris Biopharma Holdings share count unchanged in Q2 2026.
  • Xeris Biopharma Holdings made up 0.08% of Jacksonville Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Jacksonville Wealth Management first reported a position in Xeris Biopharma Holdings in Q3 2025 and has held it in 4 quarters since.
  • Jacksonville Wealth Management's Xeris Biopharma Holdings position peaked at $138K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q2 2026.

Based on Jacksonville Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.