TF
EXAS

Theory Financial’s Exact Sciences EXAS Stock Holding History

Theory Financial’s Portfolio EXAS Stock Details EXAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,498
Closed -$256K – 96
2025
Q4 		$256K Sell
2,498
-2,509
-50% -$201K 0.09% 94
2025
Q3 		$314K Buy
+5,007
New +$250K 0.11% 78

Other funds holding EXAS

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Theory Financial's EXAS Position: Q1 2026 in Review

Theory Financial sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 2,498 shares — an estimated $256K sold.

Theory Financial first reported a position in EXAS in Q3 2025 and held it in 2 quarters. The position peaked at $314K in Q3 2025. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Theory Financial reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Theory Financial sold 2,498 Exact Sciences shares in Q1 2026, an estimated $256K.
  • Theory Financial first reported a position in Exact Sciences in Q3 2025 and held it in 2 quarters.
  • Theory Financial's Exact Sciences position peaked at $314K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Theory Financial's 13F filing for Q1 2026, filed 5 May 2026.