JFS Wealth Advisors
EXEL icon

JFS Wealth Advisors’s Exelixis EXEL Stock Holding History

JFS Wealth Advisors’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
Q3 		$17.1K Hold
293
– – ﹤0.01% 797
2026
Q2 		$15.9K Buy
293
+13
+5% +$633 ﹤0.01% 832
2026
Q1 		$12K Buy
280
+6
+2% +$258 ﹤0.01% 881
2025
Q4 		$12K Buy
274
+61
+29% +$2.52K ﹤0.01% 919
2025
Q3 		$8.8K Sell
213
-2
-0.9% -$80 ﹤0.01% 937
2025
Q2 		$9.48K Buy
215
+17
+9% +$679 ﹤0.01% 882
2025
Q1 		$7.31K Buy
198
+8
+4% +$285 ﹤0.01% 985
2024
Q4 		$6.33K Hold
190
– – ﹤0.01% 1028
2024
Q3 		$4.93K Buy
190
+6
+3% +$149 ﹤0.01% 1126
2024
Q2 		$4.14K Hold
184
– – ﹤0.01% 1140
2024
Q1 		$4.37K Hold
184
– – ﹤0.01% 1150
2023
Q4 		$4.42K Hold
184
– – ﹤0.01% 1113
2023
Q3 		$4.02K Hold
184
– – ﹤0.01% 1087
2023
Q2 		$3.52K Buy
184
+14
+8% +$270 ﹤0.01% 1169
2023
Q1 		$3.3K Buy
170
+49
+40% +$854 ﹤0.01% 1160
2022
Q4 		$1.94K Buy
121
+45
+59% +$734 ﹤0.01% 1385
2022
Q3 		$1K Sell
76
-71
-48% -$1.37K ﹤0.01% 1543
2022
Q2 		$3K Sell
147
-3
-2% -$62 ﹤0.01% 1173
2022
Q1 		$3K Buy
150
+94
+168% +$1.84K ﹤0.01% 1234
2021
Q4 		$1K Buy
+56
New +$1.07K ﹤0.01% 1341

Other funds holding EXEL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JFS Wealth Advisors's EXEL Position: Q3 2026 in Review

JFS Wealth Advisors held its Exelixis (EXEL) position steady in Q3 2026 at 293 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

JFS Wealth Advisors first reported a position in EXEL in Q4 2021 and has held it in 20 quarters since. 483 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

  • JFS Wealth Advisors held 293 shares of Exelixis worth $17.1K as of Q3 2026.
  • JFS Wealth Advisors left its Exelixis share count unchanged in Q3 2026.
  • Exelixis made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #797 holding.
  • JFS Wealth Advisors first reported a position in Exelixis in Q4 2021 and has held it in 20 quarters since.
  • 483 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.