Position in EXEL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$390,554
+$90,324 QoQ
Shares Held
7,178
+2.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#477
of 751 holders
Holding Since
Dec 2024
7 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, 2026KLINGENSTEIN FIELDS & CO LP holds $1,370,453 across 3 Biotechnology names. EXEL ranks #3 (28.5% of the industry book) .
All Filings in EXEL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,554 | 7,178 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $300,230 | 7,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $306,810 | 7,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $289,100 | 7,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $308,560 | 7,000 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $258,440 | 7,000 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $233,100 | 7,000 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||