SYM Financial Corp
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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
Q3 		$343K Buy
5,869
+57
+1% +$3.18K 0.03% 253
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

SYM Financial Corp's EXEL Position: Q3 2026 in Review

SYM Financial Corp increased its Exelixis (EXEL) stake by 0.98% in Q3 2026, buying an estimated $3.18K and bringing the position to 5,869 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #253.

SYM Financial Corp first reported a position in EXEL in Q1 2025 and has held it in 7 quarters since. 458 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

  • SYM Financial Corp held 5,869 shares of Exelixis worth $343K as of Q3 2026.
  • SYM Financial Corp bought 57 Exelixis shares in Q3 2026, an estimated $3.18K.
  • Exelixis made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #253 holding.
  • SYM Financial Corp first reported a position in Exelixis in Q1 2025 and has held it in 7 quarters since.
  • 458 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.