Key Financial Inc’s Exelixis EXEL Stock Holding History

Key Financial Inc’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	$8.76K	Hold	150	–	–	﹤0.01%	888
2026 Q2	$8.16K	Hold	150	–	–	﹤0.01%	921
2026 Q1	$6.43K	Hold	150	–	–	﹤0.01%	981
2025 Q4	$6.57K	Hold	150	–	–	﹤0.01%	980
2025 Q3	$6.18K	Hold	150	–	–	﹤0.01%	995
2025 Q2	$6.61K	Hold	150	–	–	﹤0.01%	971
2025 Q1	$5.54K	Hold	150	–	–	﹤0.01%	969
2024 Q4	$5K	Hold	150	–	–	﹤0.01%	993
2024 Q3	$3.89K	Hold	150	–	–	﹤0.01%	1025
2024 Q2	$3.37K	Hold	150	–	–	﹤0.01%	1036
2024 Q1	$3.56K	Hold	150	–	–	﹤0.01%	1020
2023 Q4	$3.6K	Hold	150	–	–	﹤0.01%	1019
2023 Q3	$3.28K	Hold	150	–	–	﹤0.01%	1043
2023 Q2	$2.87K	Hold	150	–	–	﹤0.01%	1112
2023 Q1	$2.91K	Hold	150	–	–	﹤0.01%	897
2022 Q4	$2.35K	Hold	150	–	–	﹤0.01%	931
2022 Q3	$2K	Hold	150	–	–	﹤0.01%	942
2022 Q2	$3K	Hold	150	–	–	﹤0.01%	880
2022 Q1	$3K	Hold	150	–	–	﹤0.01%	865
2021 Q4	$3K	Buy	+150	New	+$2.87K	﹤0.01%	776

Other funds holding EXEL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Key Financial Inc's EXEL Position: Q3 2026 in Review

Key Financial Inc held its Exelixis (EXEL) position steady in Q3 2026 at 150 shares worth $8.76K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Key Financial Inc first reported a position in EXEL in Q4 2021 and has held it in 20 quarters since. 448 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

Key Financial Inc held 150 shares of Exelixis worth $8.76K as of Q3 2026.
Key Financial Inc left its Exelixis share count unchanged in Q3 2026.
Exelixis made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #888 holding.
Key Financial Inc first reported a position in Exelixis in Q4 2021 and has held it in 20 quarters since.
448 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.