Position in EXEL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$141,408
+$91,924 QoQ
Shares Held
3,297
+192.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
4 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 Mar 31, 2026Transamerica Financial Advisors, LLC holds $4,417,425 across 49 Biotechnology names. EXEL ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
9,303 | $3,078,083 | |
| 2 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
941 | $420,194 | |
| 3 | RPRX |
Royalty Pharma plc
|
6,094 | $292,329 | |
| 4 | EXEL |
Exelixis, Inc.
This page
|
3,297 | $141,408 | |
| 5 | INSM |
INSMED Inc
|
758 | $123,948 | |
| 6 | ARGX |
Argenx SE
|
137 | $100,044 | |
| 7 | ACAD |
Acadia Pharmaceuticals Inc
|
3,544 | $78,889 | |
| 8 | REGN |
Regeneron Pharmaceuticals, Inc.
|
69 | $53,312 |
All Filings in EXEL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||