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SYM Financial Corp’s Exelixis EXEL Stock Holding History

SYM Financial Corp’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 		$316K Buy
5,812
+44
+0.8% +$2.14K 0.03% 243
2026
Q1 		$247K Sell
5,768
-646
-10% -$27.8K 0.02% 263
2025
Q4 		$281K Buy
6,414
+1,075
+20% +$44.5K 0.03% 240
2025
Q3 		$221K Sell
5,339
-1,161
-18% -$46.7K 0.02% 296
2025
Q2 		$286K Sell
6,500
-739
-10% -$29.5K 0.03% 221
2025
Q1 		$267K Buy
+7,239
New +$258K 0.03% 194

Other funds holding EXEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

SYM Financial Corp's EXEL Position: Q2 2026 in Review

SYM Financial Corp increased its Exelixis (EXEL) stake by 0.76% in Q2 2026, buying an estimated $2.14K and bringing the position to 5,812 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #243.

SYM Financial Corp first reported a position in EXEL in Q1 2025 and has held it in 6 quarters since. 760 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • SYM Financial Corp held 5,812 shares of Exelixis worth $316K as of Q2 2026.
  • SYM Financial Corp bought 44 Exelixis shares in Q2 2026, an estimated $2.14K.
  • Exelixis made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #243 holding.
  • SYM Financial Corp first reported a position in Exelixis in Q1 2025 and has held it in 6 quarters since.
  • 760 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.