Sound Income Strategies’s Xencor XNCR Stock Holding History

Sound Income Strategies’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	–	Sell	-43	Closed	-$539	–	2427
2026 Q1	$539	Hold	43	–	–	﹤0.01%	2385
2025 Q4	$550	Buy	+43	New	+$642	﹤0.01%	2369

Other funds holding XNCR

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sound Income Strategies's XNCR Position: Q2 2026 in Review

Sound Income Strategies sold out of Xencor (XNCR) in Q2 2026, closing a stake of 43 shares — an estimated $539 sold.

Sound Income Strategies first reported a position in XNCR in Q4 2025 and held it in 2 quarters. The position peaked at $550 in Q4 2025. 130 funds tracked by Wall St. Rank hold XNCR as of Q2 2026.

Sound Income Strategies reported no remaining Xencor position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 43 Xencor shares in Q2 2026, an estimated $539.
Sound Income Strategies first reported a position in Xencor in Q4 2025 and held it in 2 quarters.
Sound Income Strategies's Xencor position peaked at $550 in Q4 2025.
130 funds tracked by Wall St. Rank held Xencor as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.