Janney Montgomery Scott
XERS icon

Janney Montgomery Scott’s Xeris Biopharma Holdings XERS Stock Holding History

Janney Montgomery Scott’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
Q1 		$146K Buy
25,200
+750
+3% +$4.97K ﹤0.01% 2672
2025
Q4 		$192K Sell
24,450
-1,750
-7% -$13.8K ﹤0.01% 2813
2025
Q3 		$213K Buy
26,200
+1,000
+4% +$6.64K ﹤0.01% 2701
2025
Q2 		$118K Buy
+25,200
New +$115K ﹤0.01% 2635
2025
Q1 		– Sell
-23,000
Closed -$78K – 2887
2024
Q4 		$78K Buy
23,000
+5,500
+31% +$17.7K ﹤0.01% 2644
2024
Q3 		$50K Buy
17,500
+6,750
+63% +$17.3K ﹤0.01% 2617
2024
Q2 		$24K Buy
10,750
+447
+4% +$901 ﹤0.01% 2578
2024
Q1 		$23K Buy
+10,303
New +$26.7K ﹤0.01% 2697

Other funds holding XERS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return