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 Q2	$223K	Buy	4,780 +215	+5%	+$9.95K	﹤0.01%	514
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

SNS Financial Group's EXC Position: Q2 2026 in Review

SNS Financial Group increased its Exelon (EXC) stake by 4.7% in Q2 2026, buying an estimated $9.95K and bringing the position to 4,780 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

SNS Financial Group first reported a position in EXC in Q4 2018 and has held it in 18 quarters since. The position peaked at $331K in Q3 2019. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

SNS Financial Group held 4,780 shares of Exelon worth $223K as of Q2 2026.
SNS Financial Group bought 215 Exelon shares in Q2 2026, an estimated $9.95K.
Exelon made up ﹤0.01% of SNS Financial Group's portfolio in Q2 2026, its #514 holding.
SNS Financial Group first reported a position in Exelon in Q4 2018 and has held it in 18 quarters since.
SNS Financial Group's Exelon position peaked at $331K in Q3 2019.
1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.