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Exelixis shares owned by CFG Wealth Management Services

Quarter-by-quarter ownership of Exelixis (EXEL) shares owned by CFG Wealth Management Services from 13F filings

Historical chart of CFG Wealth Management Services investment in Exelixis

Tip: Access up to 7 years of quarterly data

All positions including Exelixis held by CFG Wealth Management Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exelixis by CFG Wealth Management Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $86k 2.0k 42.89
2025-12-31 $78k 1.8k 43.83

More positions owned by CFG Wealth Management Services

Schwab U.s. Aggregate Bond Etf Uie (SCHZ)
Schwab International Equity Etf Uie (SCHF)
Schwab U.s. Broad Marketetf Uie (SCHB)
Invesco S&p 500 Low Volatility Etf Uie (SPLV)
Vanguard Total Bond Market Index Fund Etf Shares Uie (BND)
Schwab High Yield Bond Etf Uie (SCYB)
Schwab Emerging Markets Equity Etf Uie (SCHE)
Schwab Short-term U.s. Treasury Etf Uie (SCHO)
Schwab U.s. Small-cap Etf Uie (SCHA)
Schwab U.s. Large-cap Value Etf Uie (SCHV)
Schwab U.s. Mid-cap Etf Uie (SCHM)
Schwab U.s. Large-cap Growth Etf Uie (SCHG)
Spdr Bloomberg International Corporate Bond Etf Uie (IBND)
Spdr Bloomberg Short Term International Treasury Bond Etf Uie (BWZ)
Ishares Core U.s. Aggregate Bond Etf Uie (AGG)

View all positions for CFG Wealth Management Services

Top funds holding Exelixis

BlackRock
Vanguard Group
Farallon Capital Management
Renaissance Technologies
AQR Capital Management
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
Hanna Zanoni
Geode Capital Management
LSV Asset Management
Arrowstreet Capital, Limited Partnership
Invesco
Dimensional Fund Advisors
Morgan Stanley

View all funds holding Exelixis