Position in EXEL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$254,257
+$112,849 QoQ
Shares Held
4,673
+41.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#550
of 757 holders
Holding Since
Jun 2021
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $10,594,247 across 53 Biotechnology names. EXEL ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARWR |
Arrowhead Pharmaceuticals, Inc.
|
77,403 | $6,309,118 | |
| 2 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
8,288 | $2,494,936 | |
| 3 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,016 | $504,677 | |
| 4 | RPRX |
Royalty Pharma plc
|
6,380 | $357,726 | |
| 5 | EXEL |
Exelixis, Inc.
This page
|
4,673 | $254,257 | |
| 6 | CORT |
Corcept Therapeutics Inc
|
1,789 | $155,553 | |
| 7 | ARGX |
Argenx SE
|
161 | $149,370 | |
| 8 | ACAD |
Acadia Pharmaceuticals Inc
|
4,118 | $104,185 |
All Filings in EXEL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,257 | 4,673 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $141,408 | 3,297 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $49,484 | 1,129 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,720 | 308 | Shares | Sole | 2025-11-14 | |
| 2021-06-30 | $200 | 11 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||