LFG
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Larson Financial Group’s Exelixis EXEL Stock Holding History

Larson Financial Group’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 		$190K Buy
4,433
+215
+5% +$9.24K 0.01% 739
2025
Q4 		$185K Buy
4,218
+4
+0.1% +$165 0.01% 720
2025
Q3 		$174K Buy
4,214
+117
+3% +$4.7K 0.01% 729
2025
Q2 		$181K Sell
4,097
-270
-6% -$10.8K 0.01% 682
2025
Q1 		$161K Buy
4,367
+367
+9% +$13.1K 0.01% 669
2024
Q4 		$133K Hold
4,000
– – 0.01% 665
2024
Q3 		$104K Hold
4,000
– – 0.01% 720
2024
Q2 		$89.9K Hold
4,000
– – 0.01% 674
2024
Q1 		$94.9K Hold
4,000
– – 0.01% 554
2023
Q4 		$96K Hold
4,000
– – 0.01% 496
2023
Q3 		$87.4K Hold
4,000
– – 0.01% 477
2023
Q2 		$76.4K Hold
4,000
– – 0.01% 463
2023
Q1 		$77.6K Hold
4,000
– – 0.01% 465
2022
Q4 		$64.2K Hold
4,000
– – 0.01% 475
2022
Q3 		$63K Buy
+4,000
New +$77.3K 0.01% 425

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FCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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