Wealth Preservation Advisors’s Xencor XNCR Stock Holding History

Wealth Preservation Advisors’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	–	Sell	-20	Closed	-$241	–	959
2026 Q1	$241	Buy	+20	New	+$248	﹤0.01%	860

Other funds holding XNCR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wealth Preservation Advisors's XNCR Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Xencor (XNCR) in Q2 2026, closing a stake of 20 shares — an estimated $241 sold.

Wealth Preservation Advisors first reported a position in XNCR in Q1 2026 and held it in 1 quarter. The position peaked at $241 in Q1 2026. 208 funds tracked by Wall St. Rank hold XNCR as of Q2 2026.

Wealth Preservation Advisors reported no remaining Xencor position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 20 Xencor shares in Q2 2026, an estimated $241.
Wealth Preservation Advisors first reported a position in Xencor in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's Xencor position peaked at $241 in Q1 2026.
208 funds tracked by Wall St. Rank held Xencor as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.