Position in EXEL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$256,924
+$34,400 QoQ
Shares Held
4,722
-7.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#546
of 751 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $3,774,599 across 5 Biotechnology names. EXEL ranks #5 (6.8% of the industry book) .
All Filings in EXEL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,924 | 4,722 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $222,524 | 5,077 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||