PCS
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Private Client Services’s Exelixis EXEL Stock Holding History

Private Client 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
Q3 		$1.67M Buy
28,539
+209
+0.7% +$11.7K 0.45% 51
2026
Q2 		$1.54M Sell
28,330
-19,576
-41% -$953K 0.4% 55
2026
Q1 		$2.05M Buy
47,906
+2,455
+5% +$106K 0.61% 40
2025
Q4 		$1.99M Buy
+45,451
New +$1.88M 0.62% 41

Other funds holding EXEL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $304M AUM
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
BCI
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Private Client Services's EXEL Position: Q3 2026 in Review

Private Client Services increased its Exelixis (EXEL) stake by 0.74% in Q3 2026, buying an estimated $11.7K and bringing the position to 28,539 shares worth $1.67M. The position accounts for 0.45% of the portfolio, ranked #51.

Private Client Services first reported a position in EXEL in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.05M in Q1 2026. 38 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

  • Private Client Services held 28,539 shares of Exelixis worth $1.67M as of Q3 2026.
  • Private Client Services bought 209 Exelixis shares in Q3 2026, an estimated $11.7K.
  • Exelixis made up 0.45% of Private Client Services's portfolio in Q3 2026, its #51 holding.
  • Private Client Services first reported a position in Exelixis in Q4 2025 and has held it in 4 quarters since.
  • Private Client Services's Exelixis position peaked at $2.05M in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.