Root Financial Partners
XNCR icon

Root Financial Partners’s Xencor XNCR Stock Holding History

Root Financial Partners’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
Q3 		$14.2K Buy
+570
New +$12.7K ﹤0.01% 1734

Other funds holding XNCR

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Primecap Management
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's XNCR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Xencor (XNCR) in Q3 2026: 570 shares worth $14.2K. The stake represents ﹤0.01% of the portfolio and ranks #1734 among its holdings.

168 funds tracked by Wall St. Rank hold XNCR as of Q3 2026.

  • Root Financial Partners held 570 shares of Xencor worth $14.2K as of Q3 2026.
  • Xencor was a new Root Financial Partners position in Q3 2026.
  • Xencor made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1734 holding.
  • 168 funds tracked by Wall St. Rank held Xencor as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.