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Montgomery Financial Services’s Exelixis EXEL Stock Holding History

Montgomery Financial Services’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 		$7.02K Buy
+129
New +$6.28K 0.01% 201

Other funds holding EXEL

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FCM
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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
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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Montgomery Financial Services's EXEL Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Exelixis (EXEL) in Q2 2026: 129 shares worth $7.02K. The stake represents 0.01% of the portfolio and ranks #201 among its holdings.

714 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Montgomery Financial Services held 129 shares of Exelixis worth $7.02K as of Q2 2026.
  • Exelixis was a new Montgomery Financial Services position in Q2 2026.
  • Exelixis made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #201 holding.
  • 714 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.