LPL Financial
XERS icon

LPL Financial’s Xeris Biopharma Holdings XERS Stock Holding History

LPL Financial’s Portfolio XERS Stock Details XERS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Buy
128,941
+35,080
+37% +$224K ﹤0.01% 4397
2026
Q1 		$544K Buy
93,861
+9,000
+11% +$59.7K ﹤0.01% 4687
2025
Q4 		$666K Buy
84,861
+51,559
+155% +$406K ﹤0.01% 4452
2025
Q3 		$271K Sell
33,302
-9,750
-23% -$64.8K ﹤0.01% 5132
2025
Q2 		$201K Buy
43,052
+4,225
+11% +$19.4K ﹤0.01% 5085
2025
Q1 		$213K Buy
38,827
+1,800
+5% +$7.27K ﹤0.01% 4822
2024
Q4 		$126K Sell
37,027
-19,200
-34% -$61.8K ﹤0.01% 4946
2024
Q3 		$160K Sell
56,227
-18,450
-25% -$47.4K ﹤0.01% 4788
2024
Q2 		$168K Buy
74,677
+35,700
+92% +$72K ﹤0.01% 4619
2024
Q1 		$86.1K Buy
38,977
+5,602
+17% +$14.5K ﹤0.01% 4700
2023
Q4 		$78.4K Buy
+33,375
New +$61.6K ﹤0.01% 4587

Other funds holding XERS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $269M AUM 103.38% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LPL Financial's XERS Position: Q2 2026 in Review

LPL Financial increased its Xeris Biopharma Holdings (XERS) stake by 37% in Q2 2026, buying an estimated $224K and bringing the position to 128,941 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #4397.

LPL Financial first reported a position in XERS in Q4 2023 and has held it in 11 quarters since. 240 funds tracked by Wall St. Rank hold XERS as of Q2 2026.

  • LPL Financial held 128,941 shares of Xeris Biopharma Holdings worth $1.02M as of Q2 2026.
  • LPL Financial bought 35,080 Xeris Biopharma Holdings shares in Q2 2026, an estimated $224K.
  • Xeris Biopharma Holdings made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4397 holding.
  • LPL Financial first reported a position in Xeris Biopharma Holdings in Q4 2023 and has held it in 11 quarters since.
  • 240 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.