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XNCR icon

True Wealth Design’s Xencor XNCR Stock Holding History

True Wealth Design’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
Q3 		$3.22K Hold
129
– – ﹤0.01% 1502
2026
Q2 		$2.08K Buy
129
+55
+74% +$687 ﹤0.01% 1678
2026
Q1 		$893 Buy
74
+60
+429% +$745 ﹤0.01% 1846
2025
Q4 		$215 Hold
14
– – ﹤0.01% 2213
2025
Q3 		$165 Sell
14
-194
-93% -$1.68K ﹤0.01% 2350
2025
Q2 		$1.64K Buy
208
+50
+32% +$449 ﹤0.01% 1259
2025
Q1 		$1.68K Buy
+158
New +$2.61K ﹤0.01% 1070

Other funds holding XNCR

EL
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
BWM
Braeburn Wealth Management Muskegon, Michigan $236M AUM 48.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's XNCR Position: Q3 2026 in Review

True Wealth Design held its Xencor (XNCR) position steady in Q3 2026 at 129 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

True Wealth Design first reported a position in XNCR in Q1 2025 and has held it in 7 quarters since. 16 funds tracked by Wall St. Rank hold XNCR as of Q3 2026.

  • True Wealth Design held 129 shares of Xencor worth $3.22K as of Q3 2026.
  • True Wealth Design left its Xencor share count unchanged in Q3 2026.
  • Xencor made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1502 holding.
  • True Wealth Design first reported a position in Xencor in Q1 2025 and has held it in 7 quarters since.
  • 16 funds tracked by Wall St. Rank held Xencor as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.