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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SYM Financial Corp's EXEL Position: Q1 2026 in Review

SYM Financial Corp reduced its Exelixis (EXEL) stake by 10% in Q1 2026, selling an estimated $27.8K and leaving 5,768 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #263.

SYM Financial Corp first reported a position in EXEL in Q1 2025 and has held it in 5 quarters since. The position peaked at $286K in Q2 2025. 694 funds tracked by Wall St. Rank hold EXEL as of Q1 2026.

  • SYM Financial Corp held 5,768 shares of Exelixis worth $247K as of Q1 2026.
  • SYM Financial Corp sold 646 Exelixis shares in Q1 2026, an estimated $27.8K.
  • Exelixis made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #263 holding.
  • SYM Financial Corp first reported a position in Exelixis in Q1 2025 and has held it in 5 quarters since.
  • SYM Financial Corp's Exelixis position peaked at $286K in Q2 2025.
  • 694 funds tracked by Wall St. Rank held Exelixis as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.