Position in EXEL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$394,581
New position
Shares Held
7,252
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#472
of 751 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 12%
Shared 0%
None 88%
Position in Biotechnology
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $4,413,711 across 7 Biotechnology names. EXEL ranks #5 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REGN |
Regeneron Pharmaceuticals, Inc.
|
1,692 | $1,055,029 | |
| 2 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
2,120 | $1,053,067 | |
| 3 | INCY |
Incyte Corp
|
7,701 | $872,985 | |
| 4 | ABVX |
Abivax S.A.
|
3,313 | $441,490 | |
| 5 | EXEL |
Exelixis, Inc.
This page
|
7,252 | $394,581 | |
| 6 | ASND |
Ascendis Pharma A/S
|
1,441 | $384,343 | |
| 7 | DBVT |
DBV Technologies S.A.
|
12,940 | $212,216 |
All Filings in EXEL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,581 | 7,252 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||