TWD
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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

True Wealth Design's XNCR Position: Q2 2026 in Review

True Wealth Design increased its Xencor (XNCR) stake by 74% in Q2 2026, buying an estimated $687 and bringing the position to 129 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

True Wealth Design first reported a position in XNCR in Q1 2025 and has held it in 6 quarters since. 208 funds tracked by Wall St. Rank hold XNCR as of Q2 2026.

  • True Wealth Design held 129 shares of Xencor worth $2.08K as of Q2 2026.
  • True Wealth Design bought 55 Xencor shares in Q2 2026, an estimated $687.
  • Xencor made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1678 holding.
  • True Wealth Design first reported a position in Xencor in Q1 2025 and has held it in 6 quarters since.
  • 208 funds tracked by Wall St. Rank held Xencor as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.