XNCR β€” XENCOR INC

Ownership history in Abound Wealth Management  Β·  7 quarters on record

AI Ownership Summary

Abound Wealth Management reported XENCOR INC (XNCR) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows XNCR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XNCR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Abound Wealth Management's position in XENCOR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XNCR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Abound Wealth Management held XNCR β€” position size vs. price
% of Fund (quarterly)    XNCR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 6 β€” 0% 0.00% $73 2026-04-10 $12.42
2025 Q4 UNCHANGED 6 β€” 0% 0.00% $92 2026-01-12 $14.17
2025 Q3 UNCHANGED 6 β€” 0% 0.00% $71 2025-10-10 $13.03
2025 Q2 UNCHANGED 6 β€” 0% 0.00% $48 2025-07-14 $8.85
2025 Q1 REDUCED 6 -4 -40.0% 0.00% $64 2025-04-17 $9.70
2024 Q4 UNCHANGED 10 β€” 0% 0.00% $230 2025-01-13 $20.26
2024 Q3 INITIATED 10 β€” β€” 0.00% $202 2024-11-04 $21.52

FAQ About Abound Wealth Management and XNCR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Abound Wealth Management reported owning XNCR?

Abound Wealth Management reported XNCR across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported XNCR position in Abound Wealth Management's portfolio?

The largest reported portfolio weight for XNCR was 0.00% in 2024 Q4.

What is the latest reported XNCR position on this page?

The most recent filing on this page is 2026 Q1, when Abound Wealth Management reported 6 shares, equal to 0.00% of portfolio, with an estimated market value of $73.

What does the chart on this XNCR ownership page compare?

The chart compares Abound Wealth Management's quarterly XNCR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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