LPL Financial
XNCR icon

LPL Financial’s Xencor XNCR Stock Holding History

LPL Financial’s Portfolio XNCR Stock Details XNCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$497K Buy
30,839
+10,191
+49% +$127K ﹤0.01% 5027
2026
Q1 		$249K Sell
20,648
-826
-4% -$10.3K ﹤0.01% 5332
2025
Q4 		$329K Sell
21,474
-4,307
-17% -$64.4K ﹤0.01% 5074
2025
Q3 		$302K Buy
25,781
+3,483
+16% +$30.2K ﹤0.01% 5041
2025
Q2 		$175K Buy
22,298
+3,699
+20% +$33.2K ﹤0.01% 5136
2025
Q1 		$198K Sell
18,599
-1,081
-5% -$17.9K ﹤0.01% 4879
2024
Q4 		$452K Buy
19,680
+2,113
+12% +$48.6K ﹤0.01% 4184
2024
Q3 		$353K Buy
17,567
+1,172
+7% +$22K ﹤0.01% 4295
2024
Q2 		$310K Buy
16,395
+335
+2% +$7.19K ﹤0.01% 4242
2024
Q1 		$355K Buy
16,060
+935
+6% +$20.2K ﹤0.01% 4067
2023
Q4 		$321K Buy
15,125
+655
+5% +$12.5K ﹤0.01% 4035
2023
Q3 		$292K Buy
14,470
+454
+3% +$10.3K ﹤0.01% 3945
2023
Q2 		$350K Buy
14,016
+715
+5% +$19.5K ﹤0.01% 3721
2023
Q1 		$371K Buy
13,301
+968
+8% +$29.8K ﹤0.01% 3580
2022
Q4 		$321K Buy
12,333
+155
+1% +$4.33K ﹤0.01% 3597
2022
Q3 		$316K Buy
12,178
+440
+4% +$12.6K ﹤0.01% 3536
2022
Q2 		$321K Buy
11,738
+1,844
+19% +$45.5K ﹤0.01% 3576
2022
Q1 		$264K Sell
9,894
-33
-0.3% -$1.06K ﹤0.01% 3670
2021
Q4 		$398K Sell
9,927
-98
-1% -$3.71K ﹤0.01% 3473
2021
Q3 		$327K Buy
+10,025
New +$329K ﹤0.01% 3587

Other funds holding XNCR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

LPL Financial's XNCR Position: Q2 2026 in Review

LPL Financial increased its Xencor (XNCR) stake by 49% in Q2 2026, buying an estimated $127K and bringing the position to 30,839 shares worth $497K. The position accounts for ﹤0.01% of the portfolio, ranked #5027.

LPL Financial first reported a position in XNCR in Q3 2021 and has held it in 20 quarters since. 73 funds tracked by Wall St. Rank hold XNCR as of Q2 2026.

  • LPL Financial held 30,839 shares of Xencor worth $497K as of Q2 2026.
  • LPL Financial bought 10,191 Xencor shares in Q2 2026, an estimated $127K.
  • Xencor made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5027 holding.
  • LPL Financial first reported a position in Xencor in Q3 2021 and has held it in 20 quarters since.
  • 73 funds tracked by Wall St. Rank held Xencor as of Q2 2026.

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