JNBA Financial Advisors’s Exelixis EXEL Stock Holding History

JNBA Financial 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 Q1	$4.29K	Hold	100	–	–	﹤0.01%	615
2025 Q4	$4.38K	Hold	100	–	–	﹤0.01%	590
2025 Q3	$4.13K	Hold	100	–	–	﹤0.01%	568
2025 Q2	$4.41K	Buy	+100	New	+$4K	﹤0.01%	551
2019 Q3	–	Sell	-100	Closed	-$2K	–	617
2019 Q2	$2K	Buy	+100	New	+$2.1K	﹤0.01%	593
2016 Q3	–	Sell	-835	Closed	-$7K	–	1609
2016 Q2	$7K	Hold	835	–	–	﹤0.01%	370
2016 Q1	$3K	Hold	835	–	–	﹤0.01%	462
2015 Q4	$5K	Hold	835	–	–	﹤0.01%	400
2015 Q3	$5K	Hold	835	–	–	﹤0.01%	404
2015 Q2	$3K	Hold	835	–	–	﹤0.01%	449
2015 Q1	$2K	Hold	835	–	–	﹤0.01%	477
2014 Q4	$1K	Hold	835	–	–	﹤0.01%	514
2014 Q3	$1K	Hold	835	–	–	﹤0.01%	552
2014 Q2	$3K	Hold	835	–	–	﹤0.01%	437
2014 Q1	$3K	Hold	835	–	–	﹤0.01%	410
2013 Q4	$5K	Hold	835	–	–	﹤0.01%	357
2013 Q3	$5K	Hold	835	–	–	﹤0.01%	351
2013 Q2	$4K	Buy	+835	New	+$3.96K	﹤0.01%	312

Other funds holding EXEL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return