JFS Wealth Advisors’s Xencor XNCR Stock Holding History

JFS Wealth Advisors’s Portfolio XNCR Stock Details XNCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$258	Buy	+16	New	+$200	﹤0.01%	2099
2024 Q3	–	Sell	-4	Closed	-$76	–	2023
2024 Q2	$76	Hold	4	–	–	﹤0.01%	1943
2024 Q1	$89	Buy	4 +1	+33%	+$22	﹤0.01%	1956
2023 Q4	$64	Sell	3 -6	-67%	-$114	﹤0.01%	1971
2023 Q3	$182	Sell	9 -2	-18%	-$45	﹤0.01%	1872
2023 Q2	$275	Sell	11 -1	-8%	-$27	﹤0.01%	1839
2023 Q1	$335	Hold	12	–	–	﹤0.01%	1771
2022 Q4	$312	Buy	12 +2	+20%	+$56	﹤0.01%	1800
2022 Q3	$0	Buy	10 +1	+11%	+$29	﹤0.01%	1950
2022 Q2	$0	Buy	9 +3	+50%	+$74	﹤0.01%	1956
2022 Q1	$0	Buy	6 +4	+200%	+$129	﹤0.01%	1991
2021 Q4	$0	Buy	+2	New	+$76	﹤0.01%	1904

Other funds holding XNCR

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TCM

TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JFS Wealth Advisors's XNCR Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Xencor (XNCR) in Q2 2026: 16 shares worth $258. The stake represents ﹤0.01% of the portfolio and ranks #2099 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in XNCR as recently as Q2 2024.

JFS Wealth Advisors first reported a position in XNCR in Q4 2021 and has held it in 12 quarters since. The position peaked at $335 in Q1 2023. 208 funds tracked by Wall St. Rank hold XNCR as of Q2 2026.

JFS Wealth Advisors held 16 shares of Xencor worth $258 as of Q2 2026.
Xencor was a new JFS Wealth Advisors position in Q2 2026.
Xencor made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2099 holding.
JFS Wealth Advisors first reported a position in Xencor in Q4 2021 and has held it in 12 quarters since.
JFS Wealth Advisors's Xencor position peaked at $335 in Q1 2023.
208 funds tracked by Wall St. Rank held Xencor as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.