Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
XNCR holding history
Xencor Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
XNCR overviewAll 13F holders of XNCRFull Q2 2026 holdings
- Shares (Q2 2026)
- 25,867
- Value
- $416.5K
- % of portfolio
- <0.1%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 25,867 | $416.5K | <0.1% | +9,545+58.5% | Added | Holders |
| Q1 2026 | 16,322 | $196.8K | <0.1% | −1,469−8.3% | Reduced | Holders |
| Q4 2025 | 17,791 | $272.4K | <0.1% | +5,069+39.8% | Added | Holders |
| Q3 2025 | 12,722 | $149.2K | <0.1% | −5,408−29.8% | Reduced | Holders |
| Q2 2025 | 18,130 | $142.5K | <0.1% | +3,661+25.3% | Added | Holders |
| Q1 2025 | 14,469 | $153.9K | <0.1% | +14,404+22,160.0% | Added | Holders |
| Q4 2024 | 65 | $1.49K | <0.1% | −12,030−99.5% | Reduced | Holders |
| Q3 2024 | 12,095 | $243.2K | <0.1% | −3,260−21.2% | Reduced | Holders |
| Q2 2024 | 15,355 | $290.7K | <0.1% | −3,356−17.9% | Reduced | Holders |
| Q1 2024 | 18,711 | $414.1K | <0.1% | +4,543+32.1% | Added | Holders |
| Q4 2023 | 14,168 | $300.8K | <0.1% | +14,168 | New | Holders |