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Richardson Financial Services’s Exelixis EXEL Stock Holding History

Richardson 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 		$38.9K Buy
715
+344
+93% +$16.7K 0.02% 348
2026
Q1 		$15.9K Sell
371
-412
-53% -$17.7K 0.01% 436
2025
Q4 		$34.3K Buy
783
+184
+31% +$7.61K 0.01% 339
2025
Q3 		$24.7K Buy
599
+292
+95% +$11.7K 0.02% 353
2025
Q2 		$13.4K Buy
+307
New +$12.3K 0.01% 375
2024
Q2 		– Sell
-327
Closed -$7.76K – 601
2024
Q1 		$7.76K Buy
+327
New +$7.27K 0.01% 427

Other funds holding EXEL

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Richardson Financial Services increased its Exelixis (EXEL) stake by 93% in Q2 2026, buying an estimated $16.7K and bringing the position to 715 shares worth $38.9K. The position accounts for 0.02% of the portfolio, ranked #348.

Richardson Financial Services first reported a position in EXEL in Q1 2024 and has held it in 6 quarters since. 518 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Richardson Financial Services held 715 shares of Exelixis worth $38.9K as of Q2 2026.
  • Richardson Financial Services bought 344 Exelixis shares in Q2 2026, an estimated $16.7K.
  • Exelixis made up 0.02% of Richardson Financial Services's portfolio in Q2 2026, its #348 holding.
  • Richardson Financial Services first reported a position in Exelixis in Q1 2024 and has held it in 6 quarters since.
  • 518 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.