Position in EXEL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$316,230
+$68,841 QoQ
Shares Held
5,812
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#508
of 751 holders
Holding Since
Mar 2025
6 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, 2026SYM FINANCIAL Corp holds $1,495,255 across 4 Biotechnology names. EXEL ranks #3 (21.1% of the industry book) .
All Filings in EXEL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,230 | 5,812 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $247,389 | 5,768 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $281,125 | 6,414 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $220,500 | 5,339 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $286,520 | 6,500 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $267,263 | 7,239 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||