Montgomery Financial Services »

Exelixis shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Exelixis (EXEL) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Exelixis

Tip: Access up to 7 years of quarterly data

All positions including Exelixis held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Exelixis by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.0k 129 54.41

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Exelixis

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

View all funds holding Exelixis