PWPS
XNCR icon

Pinnacle Wealth Planning Services’s Xencor XNCR Stock Holding History

Pinnacle Wealth Planning Services’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 		$71.3K Buy
4,431
+115
+3% +$1.44K 0.01% 1061
2026
Q1 		$52.1K Buy
4,316
+78
+2% +$968 0.01% 1181
2025
Q4 		$64.9K Buy
+4,238
New +$63.3K 0.01% 1028
2021
Q1 		– Sell
-693
Closed -$30K – 1996
2020
Q4 		$30K Buy
+693
New +$28.7K 0.01% 1004

Other funds holding XNCR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pinnacle Wealth Planning Services's XNCR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Xencor (XNCR) stake by 2.7% in Q2 2026, buying an estimated $1.44K and bringing the position to 4,431 shares worth $71.3K. The position accounts for 0.01% of the portfolio, ranked #1061.

Pinnacle Wealth Planning Services first reported a position in XNCR in Q4 2020 and has held it in 4 quarters since. 209 funds tracked by Wall St. Rank hold XNCR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 4,431 shares of Xencor worth $71.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 115 Xencor shares in Q2 2026, an estimated $1.44K.
  • Xencor made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1061 holding.
  • Pinnacle Wealth Planning Services first reported a position in Xencor in Q4 2020 and has held it in 4 quarters since.
  • 209 funds tracked by Wall St. Rank held Xencor as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.