SNS Financial Group’s Exelon EXC Stock Holding History

SNS Financial Group’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$224K	Buy	+4,565	New	+$212K	0.02%	198
2025 Q4	–	Sell	-4,569	Closed	-$206K	–	207
2025 Q3	$206K	Buy	+4,569	New	+$201K	0.02%	194
2025 Q2	–	Sell	-4,590	Closed	-$212K	–	203
2025 Q1	$212K	Buy	+4,590	New	+$192K	0.02%	180
2022 Q2	–	Sell	-4,731	Closed	-$225K	–	210
2022 Q1	$225K	Sell	4,731 -1,902	-29%	-$80.6K	0.03%	190
2021 Q4	$273K	Hold	6,633	–	–	0.03%	184
2021 Q3	$229K	Hold	6,633	–	–	0.03%	189
2021 Q2	$210K	Hold	6,633	–	–	0.03%	194
2021 Q1	$207K	Hold	6,633	–	–	0.03%	192
2020 Q4	$200K	Sell	6,633 -1,942	-23%	-$57.3K	0.03%	191
2020 Q3	$219K	Sell	8,575 -708	-8%	-$18.8K	0.03%	180
2020 Q2	$240K	Hold	9,283	–	–	0.04%	162
2020 Q1	$244K	Buy	9,283 +44	+0.5%	+$1.38K	0.05%	161
2019 Q4	$300K	Sell	9,239 -375	-4%	-$12.1K	0.05%	166
2019 Q3	$331K	Hold	9,614	–	–	0.06%	146
2019 Q2	$329K	Buy	9,614 +1,942	+25%	+$68.5K	0.06%	150
2019 Q1	$274K	Buy	7,672 +375	+5%	+$12.8K	0.06%	150
2018 Q4	$235K	Buy	+7,297	New	+$233K	0.06%	157

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

SNS Financial Group's EXC Position: Q1 2026 in Review

SNS Financial Group opened a new position in Exelon (EXC) in Q1 2026: 4,565 shares worth $224K. The stake represents 0.02% of the portfolio and ranks #198 among its holdings. This is a return to the name: SNS Financial Group previously reported a position in EXC as recently as Q3 2025.

SNS Financial Group first reported a position in EXC in Q4 2018 and has held it in 17 quarters since. The position peaked at $331K in Q3 2019. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

SNS Financial Group held 4,565 shares of Exelon worth $224K as of Q1 2026.
Exelon was a new SNS Financial Group position in Q1 2026.
Exelon made up 0.02% of SNS Financial Group's portfolio in Q1 2026, its #198 holding.
SNS Financial Group first reported a position in Exelon in Q4 2018 and has held it in 17 quarters since.
SNS Financial Group's Exelon position peaked at $331K in Q3 2019.
1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.