Private Wealth Management Group’s Xencor XNCR Stock Holding History

Private Wealth Management Group’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	$2.27K	Hold	141	–	–	﹤0.01%	1121
2026 Q1	$1.7K	Hold	141	–	–	﹤0.01%	1133
2025 Q4	$2.16K	Hold	141	–	–	﹤0.01%	1061
2025 Q3	$1.65K	Hold	141	–	–	﹤0.01%	1170
2025 Q2	$1.11K	Buy	+141	New	+$1.26K	﹤0.01%	1253
2024 Q3	–	Sell	-119	Closed	-$2.25K	–	1552
2024 Q2	$2.25K	Hold	119	–	–	﹤0.01%	1005
2024 Q1	$2.63K	Buy	119 +31	+35%	+$670	﹤0.01%	852
2023 Q4	$1.87K	Buy	+88	New	+$1.67K	﹤0.01%	1011

Other funds holding XNCR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Private Wealth Management Group's XNCR Position: Q2 2026 in Review

Private Wealth Management Group held its Xencor (XNCR) position steady in Q2 2026 at 141 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Private Wealth Management Group first reported a position in XNCR in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.63K in Q1 2024. 209 funds tracked by Wall St. Rank hold XNCR as of Q2 2026.

Private Wealth Management Group held 141 shares of Xencor worth $2.27K as of Q2 2026.
Private Wealth Management Group left its Xencor share count unchanged in Q2 2026.
Xencor made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1121 holding.
Private Wealth Management Group first reported a position in Xencor in Q4 2023 and has held it in 8 quarters since.
Private Wealth Management Group's Xencor position peaked at $2.63K in Q1 2024.
209 funds tracked by Wall St. Rank held Xencor as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.