Jones Financial Companies
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Jones Financial Companies’s Exelixis EXEL Stock Holding History

Jones Financial Companies’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
Q2 		$2.37M Buy
43,291
+11,863
+38% +$578K ﹤0.01% 1500
2026
Q1 		$1.31M Buy
31,428
+26,651
+558% +$1.15M ﹤0.01% 1612
2025
Q4 		$209K Sell
4,777
-4,700
-50% -$194K ﹤0.01% 1889
2025
Q3 		$370K Buy
9,477
+6,089
+180% +$245K ﹤0.01% 1519
2025
Q2 		$148K Buy
3,388
+985
+41% +$39.4K ﹤0.01% 1776
2025
Q1 		$88.2K Buy
2,403
+1,837
+325% +$65.5K ﹤0.01% 1834
2024
Q4 		$18.8K Buy
566
+271
+92% +$8.79K ﹤0.01% 2283
2024
Q3 		$7.66K Buy
295
+200
+211% +$4.97K ﹤0.01% 2314
2024
Q2 		$2.13K Buy
+95
New +$2.11K ﹤0.01% 2145

Other funds holding EXEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jones Financial Companies's EXEL Position: Q2 2026 in Review

Jones Financial Companies increased its Exelixis (EXEL) stake by 38% in Q2 2026, buying an estimated $578K and bringing the position to 43,291 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Jones Financial Companies first reported a position in EXEL in Q2 2024 and has held it in 9 quarters since. 760 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Jones Financial Companies held 43,291 shares of Exelixis worth $2.37M as of Q2 2026.
  • Jones Financial Companies bought 11,863 Exelixis shares in Q2 2026, an estimated $578K.
  • Exelixis made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1500 holding.
  • Jones Financial Companies first reported a position in Exelixis in Q2 2024 and has held it in 9 quarters since.
  • 760 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.